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 |
|---|---|---|
Filed as: DIVERSIFIED FINANCIAL ADVISORS INC. Service code 27 14323 SOUTH OTER FORTY DR. · CHESTERFIELD, MO 63017 | Advisory (Plan) | $36,249 |
PCS RETIREMENT, LLC1 year Service code 13 · EIN 23-3038464 | Contract Administrator | $33,199 |
ARMANINO LLP1 year Service code 10 6 CITYPLACE DR · ST. LOUIS, MO 63141 | Accounting | $5,200 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $61,967 | $50,956+21.6% | $96,562-35.8% | $86,799-28.6% |
| Participation rate | 70.2% | 65.2%+5.0pp | 69.8%+0.4pp | 72.3%-2.0pp |
| Annual return | 14.65% | 21.27%-6.6pp | 37.78%-23.1pp | 97.91%-83.3pp |
| Employer contribution / active EE | $1,145 | $1,111+3.1% | $2,356-51.4% | $2,405-52.4% |
| Participant deferral / active EE | $4,988 | $2,954+68.8% | $3,849+29.6% | $4,131+20.7% |
| Admin fee / account holder | $370 | $166+122.6% | $6,181-94.0% | $170+117.9% |