See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PINNACLE INVESTMENTS, LLC Service code 26 507 PLUM STREET · SYRACUSE, NY 13204 | Advisory (Participants) | $9,038 |
Service code 15 · EIN 16-1503696 | Recordkeeping | $5,724 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,279 | $49,138-40.4% | $84,015-65.2% | $65,185-55.1% |
| Participation rate | 70.8% | 60.7%+10.0pp | 69.0%+1.8pp | 70.2%+0.6pp |
| Annual return | 20.91% | 23.00%-2.1pp | 71.31%-50.4pp | 29.38%-8.5pp |
| Employer contribution / active EE | $364 | $914-60.2% | $1,983-81.7% | $2,177-83.3% |
| Participant deferral / active EE | $2,186 | $2,397-8.8% | $3,239-32.5% | $3,514-37.8% |
| Admin fee / account holder | $114 | $543-79.1% | $6,101-98.1% | $847-86.6% |