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 | $34,483 |
PCS RETIREMENT, LLC2 years Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $25,994 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,210 | $136,307-52.2% | $177,821-63.3% | $73,488-11.3% |
| Participation rate | 93.5% | 86.1%+7.4pp | 87.7%+5.8pp | 70.7%+22.9pp |
| Annual return | 10.81% | 18.68%-7.9pp | 48.32%-37.5pp | 28.51%-17.7pp |
| Employer contribution / active EE | $2,807 | $3,712-24.4% | $5,918-52.6% | $2,270+23.7% |
| Participant deferral / active EE | $7,587 | $5,829+30.2% | $7,714-1.6% | $3,740+102.9% |
| Admin fee / account holder | $423 | $596-29.0% | $12,427-96.6% | $513-17.6% |