Filed September 4, 2026
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, LLC1 year Service code 19 · EIN 23-3038464 | Securities Custodian | $9,617 |
Service code 27 101 N 7TH STREET #14 · LOUISVILLE, KY 40202 | Advisory (Plan) | $8,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,304 | $79,944-27.1% | $98,439-40.8% | $75,163-22.4% |
| Participation rate | 85.4% | 70.4%+15.0pp | 75.2%+10.3pp | 67.2%+18.2pp |
| Annual return | 16.29% | 19.75%-3.5pp | 21.16%-4.9pp | 160.62%-144.3pp |
| Employer contribution / active EE | $1,554 | $2,264-31.3% | $3,048-49.0% | $2,670-41.8% |
| Participant deferral / active EE | $2,537 | $3,752-32.4% | $4,738-46.5% | $4,125-38.5% |
| Admin fee / account holder | $180 | $6,840-97.4% | $8,948-98.0% | $5,651-96.8% |