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 5-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 |
|---|---|---|
Service code 10 1414 RALEIGH RD · CHAPEL HILL, NC 27517 | Accounting | $16,650 |
PCS RETIREMENT, LLC2 years Filed as: PCS RETIREMENT LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $12,013 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,609 | $61,272-82.7% | $149,673-92.9% | $71,457-85.2% |
| Participation rate | 92.4% | 62.5%+29.9pp | 78.8%+13.7pp | 67.9%+24.5pp |
| Annual return | 29.92% | 35.85%-5.9pp | 134.42%-104.5pp | 28.85%+1.1pp |
| Employer contribution / active EE | $1,605 | $2,378-32.5% | $4,818-66.7% | $2,588-38.0% |
| Participant deferral / active EE | $3,616 | $2,917+24.0% | $5,680-36.3% | $4,289-15.7% |
| Admin fee / account holder | $168 | $1,261-86.7% | $13,210-98.7% | $1,587-89.4% |