See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC4 years Filed as: PCS RETIREMENT Service code 13 · EIN 23-3038464 | Contract Administrator | $24,867 |
Filed as: DIVERSIFIED FINANCIAL ADVISORS Service code 27 14323 SOUTH OUTER 40 ROAD · CHESTERFIELD, MO 63017 | Advisory (Plan) | $23,249 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,253 | $59,417-27.2% | $93,606-53.8% | $74,495-41.9% |
| Participation rate | 84.8% | 59.7%+25.2pp | 68.7%+16.1pp | 67.2%+17.6pp |
| Annual return | 15.73% | 81.83%-66.1pp | 133.20%-117.5pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $4,292 | $1,264+239.6% | $2,420+77.4% | $2,623+63.6% |
| Participant deferral / active EE | $2,983 | $3,050-2.2% | $4,411-32.4% | $4,346-31.4% |
| Admin fee / account holder | $286 | $3,021-90.5% | $8,285-96.5% | $1,942-85.2% |