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 |
|---|---|---|
AMERICAN FUNDS1 year Filed as: INTEROCEAN CAPITAL GROUP LLC Service code 26 · EIN 85-2210783 | Advisory (Participants) | $54,246 |
PCS RETIREMENT, LLC1 year Filed as: PCS Service code 13 · EIN 82-2384824 | Contract Administrator | $19,648 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,134 | $91,407-10.1% | $135,903-39.6% | $71,457+14.9% |
| Participation rate | 72.2% | 75.7%-3.5pp | 81.9%-9.7pp | 67.9%+4.3pp |
| Annual return | 16.50% | 29.90%-13.4pp | 68.23%-51.7pp | 28.85%-12.3pp |
| Employer contribution / active EE | $1,218 | $3,703-67.1% | $4,856-74.9% | $2,588-52.9% |
| Participant deferral / active EE | $7,235 | $7,092+2.0% | $7,758-6.7% | $4,289+68.7% |
| Admin fee / account holder | $417 | $1,266-67.0% | $10,762-96.1% | $1,587-73.7% |