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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.
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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: PCS REITREMENT, LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $45,046 |
Filed as: EVANS, BEEBE & FIELDS FINANCIAL GRO Service code 15 1683 WOODLANDS DRIVE · MAUMEE, OH 43537 | Recordkeeping | $37,181 |
BRINKER CAPITAL1 year Filed as: BRINKER CAPITAL INVESTMENTS, LLC Service code 28 · EIN 32-0070947 | Investment Management | $16,064 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,010 | $46,292-54.6% | $143,757-85.4% | $64,808-67.6% |
| Participation rate | 58.5% | 64.2%-5.7pp | 80.3%-21.8pp | 71.5%-13.0pp |
| Annual return | -18.84% | -10.05%-8.8pp | -0.04%-18.8pp | 32.82%-51.7pp |
| Employer contribution / active EE | $1,452 | $1,910-23.9% | $4,951-70.7% | $2,506-42.0% |
| Participant deferral / active EE | $2,551 | $2,646-3.6% | $5,637-54.7% | $4,310-40.8% |
| Admin fee / account holder | $305 | $154+98.2% | $14,673-97.9% | $188+62.3% |