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 CAPITAL5 years Filed as: BRINKER CAPITAL, INC. Service code 28 · EIN 23-2829742 | Investment Management | $64,020 |
PCS RETIREMENT, LLC2 years Service code 12 · EIN 23-3038464 | Direct payment from the plan; Contrac... | $52,411 |
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 | $93,643 | $79,519+17.8% | $95,952-2.4% | $73,409+27.6% |
| Participation rate | 85.3% | 81.2%+4.1pp | 77.1%+8.2pp | 72.2%+13.1pp |
| Annual return | 14.94% | 19.20%-4.3pp | 91.61%-76.7pp | 59.29%-44.4pp |
| Employer contribution / active EE | $1,119 | $2,048-45.3% | $2,541-56.0% | $2,234-49.9% |
| Participant deferral / active EE | $5,138 | $4,138+24.2% | $4,167+23.3% | $3,805+35.0% |
| Admin fee / account holder | $274 | $184+48.7% | $6,795-96.0% | $158+73.6% |