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 |
|---|---|---|
PFS INVESTMENTS2 years Filed as: PFS INVESTMENTS INC. Service code 99 · EIN 58-1436188 | Other Fees | $41,720 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $30,989 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANGEMENT LL Service code 26 · EIN 36-4317381 | Advisory (Participants) | $6,575 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,547 | $54,237-56.6% | $90,281-73.9% | $67,579-65.2% |
| Participation rate | 86.2% | 68.6%+17.6pp | 73.3%+13.0pp | 71.3%+15.0pp |
| Annual return | 21.02% | 37.27%-16.2pp | 78.10%-57.1pp | 378.56%-357.5pp |
| Employer contribution / active EE | $836 | $1,846-54.7% | $2,854-70.7% | $2,148-61.1% |
| Participant deferral / active EE | $2,172 | $2,625-17.2% | $3,885-44.1% | $3,539-38.6% |
| Admin fee / account holder | $46 | $123-62.4% | $5,351-99.1% | $142-67.4% |