See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MERCER4 years Service code 26 · EIN 74-3257877 | Advisory (Participants) | $72,139 |
PCS RETIREMENT, LLC3 years Service code 64 · EIN 23-3038464 | Recordkeeping Fees | $3,737 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction with Solo.
Solo shows the counterparty names, addresses and amounts for each reportable transaction. $4.99 for your first month, then $34.99 a month. Cancel any time.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,186 | $55,415+154.8% | $155,509-9.2% | $74,495+89.5% |
| Participation rate | 86.4% | 61.9%+24.5pp | 78.2%+8.2pp | 67.2%+19.2pp |
| Annual return | 11.08% | 268.50%-257.4pp | 64.67%-53.6pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $4,811 | $2,267+112.2% | $4,672+3.0% | $2,623+83.4% |
| Participant deferral / active EE | $5,366 | $2,836+89.2% | $5,626-4.6% | $4,346+23.5% |
| Admin fee / account holder | $408 | $1,738-76.5% | $15,912-97.4% | $1,942-79.0% |