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 | $41,538 |
PCS RETIREMENT, LLC3 years Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $23,187 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,636 | $121,341-33.5% | $189,513-57.5% | $79,386+1.6% |
| Participation rate | 94.4% | 86.1%+8.3pp | 87.8%+6.5pp | 70.7%+23.6pp |
| Annual return | 19.22% | 21.08%-1.9pp | 555.15%-535.9pp | 116.85%-97.6pp |
| Employer contribution / active EE | $3,034 | $3,915-22.5% | $6,162-50.8% | $2,427+25.0% |
| Participant deferral / active EE | $8,296 | $6,395+29.7% | $8,221+0.9% | $4,046+105.1% |
| Admin fee / account holder | $462 | $651-29.0% | $12,045-96.2% | $626-26.2% |