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: JOHN MOYNIHAN Service code 26 · EIN 43-1575390 | Advisory (Participants) | $17,213 |
PISTL SERVICE CORPORATION2+ years Service code 14 · EIN 43-1565836 | Plan Administrator | $15,113 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,814 | $56,629-57.9% | $77,999-69.5% | $55,167-56.8% |
| Participation rate | 90.7% | 73.3%+17.4pp | 75.5%+15.2pp | 69.0%+21.8pp |
| Annual return | 6.26% | 2866.98%-2860.7pp | 425.96%-419.7pp | 169.23%-163.0pp |
| Employer contribution / active EE | $1,508 | $1,723-12.5% | $2,470-38.9% | $1,963-23.1% |
| Participant deferral / active EE | $3,056 | $2,777+10.0% | $3,497-12.6% | $3,0540% |
| Admin fee / account holder | $253 | $467-45.7% | $5,480-95.4% | $504-49.7% |