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 FUNDS2 years Filed as: INTEROCEAN CAPITAL GROUP LLC Service code 26 · EIN 85-2210783 | Advisory (Participants) | $39,404 |
PCS RETIREMENT, LLC2 years Filed as: PCS Service code 13 · EIN 82-2384824 | Contract Administrator | $15,938 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $99,898 | $101,317-1.4% | $146,958-32.0% | $74,495+34.1% |
| Participation rate | 63.4% | 75.5%-12.1pp | 82.2%-18.7pp | 67.2%-3.8pp |
| Annual return | 16.50% | 8730.91%-8714.4pp | 418.34%-401.8pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $1,173 | $3,810-69.2% | $4,933-76.2% | $2,623-55.3% |
| Participant deferral / active EE | $7,150 | $7,303-2.1% | $8,070-11.4% | $4,346+64.5% |
| Admin fee / account holder | $382 | $1,739-78.0% | $12,998-97.1% | $1,942-80.3% |