Filed January 16, 2019
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 |
|---|---|---|
6TH STREET ADVISORS, LLC10+ years Service code 28 · EIN 27-5433171 | Investment Management | $40,947 |
PCS RETIREMENT, LLC3 years Service code 12 · EIN 23-3038464 | Recordkeeping and information managem... | $34,169 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,264 | $79,171-55.5% | $102,423-65.6% | $74,495-52.7% |
| Participation rate | 93.1% | 74.8%+18.3pp | 76.5%+16.6pp | 67.2%+25.9pp |
| Annual return | 13.73% | 54.93%-41.2pp | 29.32%-15.6pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $1,255 | $2,362-46.9% | $3,023-58.5% | $2,623-52.1% |
| Participant deferral / active EE | $3,688 | $4,415-16.5% | $5,053-27.0% | $4,346-15.1% |
| Admin fee / account holder | $262 | $2,001-86.9% | $9,451-97.2% | $1,942-86.5% |