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 |
|---|---|---|
PINNACLE INSURANCE AGENCY8 years Service code 16 · EIN 64-0936752 | Consulting | $24,736 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $21,175 |
SHERIDAN ROAD ADVISORS LLC5 years Filed as: HUB INTERNATIONAL GULF SOUTH Service code 13 · EIN 35-0672425 | Contract Administrator | $6,573 |
Service code 10 · EIN 64-0897081 | Accounting | $3,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,456 | $93,571-49.3% | $135,903-65.1% | $75,163-36.9% |
| Participation rate | 99.0% | 75.2%+23.8pp | 81.9%+17.1pp | 67.2%+31.8pp |
| Annual return | 15.56% | 30.90%-15.3pp | 68.23%-52.7pp | 160.62%-145.1pp |
| Employer contribution / active EE | $4,424 | $3,537+25.1% | $4,856-8.9% | $2,670+65.7% |
| Participant deferral / active EE | $2,596 | $6,404-59.5% | $7,758-66.5% | $4,125-37.1% |
| Admin fee / account holder | $211 | $6,975-97.0% | $10,762-98.0% | $5,651-96.3% |