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 PENSION SERVICES8+ years Filed as: PINNACLE PENSION SERVICES, INC. Service code 49 · EIN 82-0433443 3101 W MAIN STREET, STE 100 · BOISE, ID 83702 | Other Services | $79,290 |
Service code 99 · EIN 59-1237041 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Other Fees | $22,917 |
Filed as: VOYA RETIREMETN INS. AND ANNUITY Service code 64 | Recordkeeping Fees | $5,264 |
Filed as: VOYA RETIREMENT INS. AND ANNUITY CO Service code 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,676 | $45,959+25.5% | $91,220-36.8% | $77,904-26.0% |
| Participation rate | 97.4% | 66.3%+31.1pp | 73.2%+24.2pp | 73.7%+23.7pp |
| Annual return | -16.28% | -5.32%-11.0pp | 114.01%-130.3pp | 12.21%-28.5pp |
| Employer contribution / active EE | $1,038 | $1,451-28.4% | $2,850-63.6% | $2,848-63.5% |
| Participant deferral / active EE | $2,737 | $3,283-16.6% | $4,234-35.3% | $4,806-43.0% |
| Admin fee / account holder | $213 | $99+115.4% | $5,420-96.1% | $133+60.5% |