See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PINNACLE MEDICAL GROUP INC Service code 99 4 ROSSI CIRCLE, SUITE 101 · SALINAS, CA 93907 | Other Fees | $8,000 |
PACIFIC COASTAL PENSION SERVICES1+ years Service code 13 · EIN 26-0895846 16165 MONTEREY RD STE 201 · MORGAN HILL, CA 95037 | Contract Administrator | $2,964 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $581 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $22 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $23,659 | $46,360-49.0% | $147,614-84.0% | $52,331-54.8% |
| Participation rate | 70.5% | 64.9%+5.5pp | 84.6%-14.1pp | 68.1%+2.4pp |
| Annual return | -3.41% | 1.62%-5.0pp | 61.98%-65.4pp | 4.54%-8.0pp |
| Employer contribution / active EE | $310 | $2,126-85.4% | $5,564-94.4% | $1,882-83.5% |
| Participant deferral / active EE | $2,537 | $2,258+12.4% | $4,895-48.2% | $3,022-16.0% |
| Admin fee / account holder | $62 | $766-91.9% | $11,611-99.5% | $592-89.5% |