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 4-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 Filed as: PCS RETIREMENT Service code 13 · EIN 23-3038464 | Contract Administrator | $18,770 |
NEWSQUARE CAPITAL, LLC1 year Service code 27 16 CAMPUS BLVD · NEWTON SQUARE, PA 19073 | Advisory (Plan) | $3,669 |
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 | $32,205 | $76,050-57.7% | $96,544-66.6% | $71,457-54.9% |
| Participation rate | 97.9% | 74.4%+23.5pp | 76.0%+22.0pp | 67.9%+30.0pp |
| Annual return | 62.57% | 22.81%+39.8pp | 25.84%+36.7pp | 28.85%+33.7pp |
| Employer contribution / active EE | $7,574 | $2,244+237.5% | $2,965+155.4% | $2,588+192.7% |
| Participant deferral / active EE | $11,512 | $4,215+173.1% | $4,851+137.3% | $4,289+168.4% |
| Admin fee / account holder | $88 | $2,707-96.7% | $8,252-98.9% | $1,587-94.5% |