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 | $131,799+32.6% | $200,582-12.9% | $85,563+104.3% |
| Participation rate | 92.5% | 87.9%+4.6pp | 86.9%+5.6pp | 66.0%+26.5pp |
| Annual return | 43.17% | 21.59%+21.6pp | 42.33%+0.8pp | 31.51%+11.7pp |
| Employer contribution / active EE | $4,634 | $4,532+2.2% | $6,419-27.8% | $2,654+74.6% |
| Participant deferral / active EE | $12,667 | $7,702+64.5% | $9,331+35.8% | $4,375+189.5% |
| Admin fee / account holder | $18 | $235-92.3% | $16,305-99.9% | $834-97.8% |