Filed September 14, 2022
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: ALLIANT WEALTH ADVISORS Service code 28 · EIN 80-0575600 | Investment Management | $32,183 |
PCS RETIREMENT, LLC1 year Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $23,226 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $50,891 | $98,982-48.6% | $162,163-68.6% | $65,185-21.9% |
| Participation rate | 91.4% | 85.8%+5.6pp | 87.6%+3.9pp | 70.2%+21.2pp |
| Annual return | 41.56% | 24.84%+16.7pp | 115.59%-74.0pp | 29.38%+12.2pp |
| Employer contribution / active EE | $2,856 | $3,467-17.6% | $5,614-49.1% | $2,177+31.2% |
| Participant deferral / active EE | $7,572 | $5,384+40.6% | $7,298+3.7% | $3,514+115.5% |
| Admin fee / account holder | $353 | $596-40.8% | $10,843-96.7% | $847-58.3% |