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 9-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $29,334 |
Filed as: FIRST CITIZENS BANK AND TRUST Service code 27 · EIN 56-0223230 | Advisory (Plan) | $16,588 |
Filed as: NEW PINNACLE CONSULTING GROUP LLC Service code 49 · EIN 26-1233837 | Other Services | $6,222 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,393 | $79,124-52.7% | $60,874-38.6% | $64,808-42.3% |
| Participation rate | 41.9% | 77.7%-35.8pp | 73.1%-31.2pp | 71.5%-29.6pp |
| Annual return | -12.45% | -7.13%-5.3pp | 16.90%-29.3pp | 32.82%-45.3pp |
| Employer contribution / active EE | $1,484 | $3,050-51.3% | $2,701-45.1% | $2,506-40.8% |
| Participant deferral / active EE | $2,231 | $3,725-40.1% | $3,817-41.6% | $4,310-48.2% |
| Admin fee / account holder | $113 | $106+7.3% | $3,224-96.5% | $188-39.6% |