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: PANAGIOTU PENSION ADVISORS Service code 15 · EIN 91-1463664 7350 CIRQUE DR. W., SUITE 201 · UNIVERSITY PLACE, WA 98467 | Recordkeeping | $7,440 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,884 | $43,327-21.8% | $59,878-43.4% | $64,186-47.2% |
| Participation rate | 98.2% | 69.2%+29.0pp | 74.7%+23.5pp | 69.6%+28.6pp |
| Annual return | 2.26% | -1.55%+3.8pp | 3.46%-1.2pp | 7.63%-5.4pp |
| Employer contribution / active EE | $4,037 | $2,028+99.0% | $2,722+48.3% | $2,381+69.5% |
| Participant deferral / active EE | $0 | $2,546-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $84 | $3,005-97.2% | $3,590-97.7% | $4,888-98.3% |