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 |
|---|---|---|
PCS RETIREMENT, LLC3 years Service code 12 · EIN 23-3038464 | Recordkeeping and information managem... | $137,159 |
BRINKER CAPITAL6 years Filed as: BRINKER CAPITAL, INC. Service code 28 · EIN 23-2829742 | Investment Management | $86,716 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $15,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,782 | $185,342-53.2% | $111,297-22.0% | $86,7990% |
| Participation rate | 85.7% | 81.0%+4.7pp | 77.3%+8.4pp | 72.3%+13.4pp |
| Annual return | 12.28% | 500.80%-488.5pp | 54.65%-42.4pp | 97.91%-85.6pp |
| Employer contribution / active EE | $1,954 | $2,246-13.0% | $2,731-28.5% | $2,405-18.8% |
| Participant deferral / active EE | $4,983 | $4,458+11.8% | $4,487+11.1% | $4,131+20.6% |
| Admin fee / account holder | $400 | $255+56.4% | $7,964-95.0% | $170+135.7% |