Filed April 28, 2025 (most recent of 13 filings on file)
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 |
|---|---|---|
DWYER PEMBERTON & COULSON PC2 years Filed as: DWYER PEMBERTON AND COULSON Service code 99 · EIN 11-1000111 | Other Fees | $21,000 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $19,379 |
PINNACLE PENSION SERVICES6 years Service code 49 · EIN 82-0433443 3101 W MAIN ST · BOISE, ID 83702 | Other Services | $14,844 |
MORNINGSTAR9+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $13,327 |
MORNINGSTAR6 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,598 | $100,227+15.3% | $169,993-32.0% | $74,419+55.3% |
| Participation rate | 98.5% | 87.3%+11.2pp | 87.0%+11.5pp | 70.7%+27.8pp |
| Annual return | 16.13% | 66.08%-50.0pp | 53.37%-37.2pp | 34.38%-18.2pp |
| Employer contribution / active EE | $7,127 | $4,263+67.2% | $6,785+5.0% | $2,637+170.2% |
| Participant deferral / active EE | $5,336 | $7,143-25.3% | $10,408-48.7% | $4,528+17.8% |
| Admin fee / account holder | $199 | $234-15.2% | $12,815-98.4% | $348-42.9% |