Filed May 22, 2023
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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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,811 |
PCS RETIREMENT, LLC4 years Service code 13 · EIN 23-3038464 | Contract Administrator | $4,479 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,192 | $56,423-41.2% | $77,163-57.0% | $71,457-53.5% |
| Participation rate | 69.0% | 64.3%+4.7pp | 69.6%-0.5pp | 67.9%+1.1pp |
| Annual return | 27.16% | 19.05%+8.1pp | 37.87%-10.7pp | 28.85%-1.7pp |
| Employer contribution / active EE | $1,993 | $1,866+6.8% | $2,535-21.4% | $2,588-23.0% |
| Participant deferral / active EE | $3,442 | $3,142+9.6% | $3,833-10.2% | $4,289-19.7% |
| Admin fee / account holder | $267 | $1,429-81.3% | $5,472-95.1% | $1,587-83.2% |