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 |
|---|---|---|
BACKMAN & SLOOP, CPA'S PA2 years Service code 10 1414 RALEIGH RD · CHAPEL HILL, NC 27517 | Accounting | $41,321 |
PCS RETIREMENT, LLC3 years Filed as: PCS RETIREMENT LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $12,585 |
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 | $14,493 | $55,415-73.8% | $155,509-90.7% | $74,495-80.5% |
| Participation rate | 92.3% | 61.9%+30.4pp | 78.2%+14.2pp | 67.2%+25.1pp |
| Annual return | 14.78% | 268.50%-253.7pp | 64.67%-49.9pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $2,264 | $2,267-0.1% | $4,672-51.5% | $2,623-13.7% |
| Participant deferral / active EE | $4,506 | $2,836+58.9% | $5,626-19.9% | $4,346+3.7% |
| Admin fee / account holder | $293 | $1,738-83.2% | $15,912-98.2% | $1,942-84.9% |