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) | $16,357 |
PISTL SERVICE CORPORATION3+ years Service code 14 · EIN 43-1565836 | Plan Administrator | $12,646 |
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 | $31,352 | $63,299-50.5% | $91,001-65.5% | $62,292-49.7% |
| Participation rate | 89.8% | 73.3%+16.5pp | 75.6%+14.2pp | 69.5%+20.3pp |
| Annual return | 20.07% | 20.99%-0.9pp | 4.60%+15.5pp | 28.90%-8.8pp |
| Employer contribution / active EE | $1,603 | $1,807-11.3% | $2,456-34.7% | $2,042-21.5% |
| Participant deferral / active EE | $3,251 | $2,943+10.5% | $3,547-8.4% | $3,169+2.6% |
| Admin fee / account holder | $221 | $468-52.7% | $5,417-95.9% | $479-53.8% |