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.3+ years Service code 10 · EIN 91-1463664 7350 CIRQUE DRIVE W, SUITE 201 · UNIVERSITY PLACE, WA 98467 | Accounting | $5,990 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P. O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $1,101 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $58,529 | $71,192-17.8% | $117,854-50.3% | $62,292-6.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 14.23% | 18.66%-4.4pp | 335.08%-320.8pp | 28.90%-14.7pp |
| Employer contribution / active EE | $2,355 | $1,934+21.8% | $3,786-37.8% | $2,042+15.3% |
| Participant deferral / active EE | $2,003 | $3,189-37.2% | $4,482-55.3% | $3,169-36.8% |
| Admin fee / account holder | $51 | $587-91.3% | $8,020-99.4% | $479-89.3% |