Filed February 12, 2014
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, LLC3 years Service code 15 · EIN 23-3038464 | Recordkeeping | $12,594 |
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 | $174,771 | $130,224+34.2% | $197,124-11.3% | $79,634+119.5% |
| Participation rate | 92.5% | 87.8%+4.7pp | 86.7%+5.8pp | 62.5%+30.0pp |
| Annual return | 43.17% | 23.65%+19.5pp | 44.34%-1.2pp | 36.46%+6.7pp |
| Employer contribution / active EE | $4,634 | $4,314+7.4% | $6,227-25.6% | $2,529+83.2% |
| Participant deferral / active EE | $12,667 | $7,378+71.7% | $9,135+38.7% | $3,835+230.3% |
| Admin fee / account holder | $18 | $254-92.8% | $16,298-99.9% | $1,002-98.2% |