Filed July 21, 2011
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 |
|---|---|---|
Filed as: WEALTH ENHANCEMENT GROUP Service code 27 11 STANWIX STREET, SUITE 2310 · PITTSBURGH, PA 15222 | Advisory (Plan) | $17,020 |
PCS RETIREMENT, LLC2 years Filed as: PCS RETIREMENT Service code 13 · EIN 23-3038464 | Contract Administrator | $8,102 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,416 | $122,239-12.9% | $184,203-42.2% | $74,495+42.9% |
| Participation rate | 99.1% | 85.5%+13.6pp | 86.8%+12.2pp | 67.2%+31.9pp |
| Annual return | 10.49% | 19.95%-9.5pp | 28.81%-18.3pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $2,542 | $4,537-44.0% | $6,427-60.4% | $2,623-3.1% |
| Participant deferral / active EE | $3,754 | $7,139-47.4% | $9,131-58.9% | $4,346-13.6% |
| Admin fee / account holder | $226 | $1,260-82.0% | $13,901-98.4% | $1,942-88.3% |