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, LLC5 years Service code 12 · EIN 23-3038464 | Participant loan processing; Contract... | $118,323 |
BRINKER CAPITAL8 years Filed as: BRINKER CAPITAL, INC. Service code 28 · EIN 23-2829742 | Investment Management | $78,806 |
Filed as: BARNES DENNIG Service code 10 PO BOX 933309 · CLEVELAND, OH 44193 | Accounting | $11,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,711 | $99,078-20.6% | $96,544-18.5% | $74,419+5.8% |
| Participation rate | 89.0% | 80.7%+8.3pp | 76.0%+13.0pp | 70.7%+18.3pp |
| Annual return | 17.60% | 22.48%-4.9pp | 25.84%-8.2pp | 34.38%-16.8pp |
| Employer contribution / active EE | $2,560 | $2,570-0.4% | $2,965-13.6% | $2,637-2.9% |
| Participant deferral / active EE | $6,193 | $4,933+25.5% | $4,851+27.7% | $4,528+36.8% |
| Admin fee / account holder | $330 | $225+46.8% | $8,252-96.0% | $348-5.2% |