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 | $33,749 |
PCS RETIREMENT, LLC7 years Service code 12 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Consulting (pension); Copying and dup... | $25,562 |
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 | $106,760 | $132,049-19.2% | $200,582-46.8% | $74,304+43.7% |
| Participation rate | 88.1% | 84.1%+4.0pp | 86.9%+1.2pp | 60.3%+27.7pp |
| Annual return | 17.17% | 22.22%-5.0pp | 42.33%-25.2pp | 29.43%-12.3pp |
| Employer contribution / active EE | $3,173 | $4,558-30.4% | $6,419-50.6% | $2,241+41.6% |
| Participant deferral / active EE | $9,071 | $7,213+25.8% | $9,331-2.8% | $3,767+140.8% |
| Admin fee / account holder | $406 | $2,405-83.1% | $16,305-97.5% | $2,969-86.3% |