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) | $21,230 |
PISTL SERVICE CORPORATION2+ years Service code 14 14323 S OUTER FORTY RD · TOWN AND COUNTRY, MO 63017 | Plan Administrator | $5,813 |
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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $23,880 | $76,552-68.8% | $123,892-80.7% | $62,891-62.0% |
| Participation rate | 76.3% | 73.0%+3.3pp | 81.4%-5.1pp | 69.3%+7.0pp |
| Annual return | 7.71% | 18.68%-11.0pp | 47.52%-39.8pp | 20.14%-12.4pp |
| Employer contribution / active EE | $769 | $2,883-73.3% | $4,617-83.3% | $2,281-66.3% |
| Participant deferral / active EE | $5,918 | $4,840+22.3% | $5,984-1.1% | $3,203+84.8% |
| Admin fee / account holder | $129 | $4,826-97.3% | $8,357-98.5% | $4,296-97.0% |