Filed October 9, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
BRINKER CAPITAL4 years Filed as: BRINKER CAPITAL, INC. Service code 28 · EIN 23-2829742 | Investment Management | $62,462 |
PCS RETIREMENT, LLC1 year Service code 12 · EIN 23-3038464 | Direct payment from the plan; Recordk... | $46,889 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,873 | $73,404+19.7% | $87,100+0.9% | $67,579+30.0% |
| Participation rate | 86.8% | 80.9%+5.9pp | 76.9%+9.9pp | 71.3%+15.5pp |
| Annual return | 23.28% | 48.29%-25.0pp | 28.19%-4.9pp | 378.56%-355.3pp |
| Employer contribution / active EE | $2,261 | $2,014+12.3% | $2,521-10.3% | $2,148+5.3% |
| Participant deferral / active EE | $5,491 | $3,913+40.3% | $4,049+35.6% | $3,539+55.1% |
| Admin fee / account holder | $258 | $142+82.4% | $7,497-96.6% | $142+81.5% |