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 |
|---|---|---|
PANAGIOTU PENSION ADVISORS, INC.2+ years Filed as: PANAGIOTU PENSION ADVISORS, INC Service code 13 · EIN 91-1463664 7350 CIRQUE DRIVE WEST SUITE 201 · UNIVERSITY PLACE, WA 98467 | Contract Administrator | $13,574 |
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 | $19,685 | $23,385-15.8% | $69,182-71.5% | $57,658-65.9% |
| Participation rate | 91.2% | 37.9%+53.3pp | 55.1%+36.1pp | 70.2%+20.9pp |
| Annual return | 5.48% | -659.34%+664.8pp | -21.93%+27.4pp | 5.13%+0.3pp |
| Employer contribution / active EE | $528 | $422+25.1% | $1,206-56.2% | $1,974-73.2% |
| Participant deferral / active EE | $1,562 | $843+85.3% | $1,897-17.7% | $3,061-49.0% |
| Admin fee / account holder | $93 | $82+13.4% | $2,697-96.5% | $95-1.5% |