Filed June 30, 2017 (most recent of 3 filings on file)
Total covered: 2 employees
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 |
|---|---|---|
Filed as: NEW PINNACLE CONSULTING GROUPL LLC Service code 17 · EIN 26-1233837 | Pension Consulting | $2,953 |
TIAA1 year Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $150 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,255 | $60,989+39.8% | $60,874+40.1% | $66,914+27.4% |
| Participation rate | 96.7% | 74.5%+22.2pp | 73.1%+23.6pp | 69.8%+26.9pp |
| Annual return | -6.43% | -9.60%+3.2pp | 16.90%-23.3pp | 1.58%-8.0pp |
| Employer contribution / active EE | $3,758 | $2,661+41.2% | $2,701+39.1% | $2,544+47.7% |
| Participant deferral / active EE | $4,988 | $3,615+38.0% | $3,817+30.7% | $4,237+17.7% |
| Admin fee / account holder | $10 | $338-97.0% | $3,224-99.7% | $593-98.3% |