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 Filed as: PCS RETIREMENT LLC Service code 15 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Recordkeeping | $13,240 |
JOHANSON & YAU3 years Filed as: JOHANSON & YAU ACCOUNTANCY CORP Service code 10 · EIN 94-2702860 | Accounting | $12,250 |
Filed as: ASPIRE FINANCIAL SERVICES LLC Service code 15 4010 W BOY SCOUT BLVD · TAMPA, FL 33607 | Recordkeeping | $8,993 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $256,608 | $99,957+156.7% | $149,696+71.4% | $73,488+249.2% |
| Participation rate | 98.1% | 75.7%+22.4pp | 82.5%+15.7pp | 70.7%+27.5pp |
| Annual return | 22.48% | 53.87%-31.4pp | 276.60%-254.1pp | 28.51%-6.0pp |
| Employer contribution / active EE | $3,821 | $3,191+19.7% | $4,644-17.7% | $2,270+68.3% |
| Participant deferral / active EE | $10,967 | $6,073+80.6% | $6,842+60.3% | $3,740+193.3% |
| Admin fee / account holder | $260 | $551-52.7% | $9,309-97.2% | $513-49.3% |