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, LLC4 years Service code 12 · EIN 23-3038464 | Claims processing; Contract Administr... | $143,502 |
BRINKER CAPITAL7 years Filed as: BRINKER CAPITAL, INC. Service code 28 · EIN 23-2829742 | Investment Management | $43,019 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $69,633 | $72,254-3.6% | $86,677-19.7% | $64,808+7.4% |
| Participation rate | 85.2% | 80.4%+4.8pp | 76.6%+8.6pp | 71.5%+13.7pp |
| Annual return | -16.50% | 392.42%-408.9pp | 35.91%-52.4pp | 32.82%-49.3pp |
| Employer contribution / active EE | $2,104 | $2,393-12.1% | $2,836-25.8% | $2,506-16.1% |
| Participant deferral / active EE | $5,204 | $4,658+11.7% | $4,656+11.8% | $4,310+20.7% |
| Admin fee / account holder | $303 | $174+74.4% | $7,493-96.0% | $188+61.5% |