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.
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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 |
|---|---|---|
FCG INVESTMENT COMPANY5 years Service code 26 · EIN 84-5006323 | Advisory (Participants) | $40,933 |
PCS RETIREMENT, LLC3 years Filed as: PCS RETIREMENT Service code 64 · EIN 27-1033755 | Recordkeeping Fees | $12,937 |
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 | $74,543 | $101,317-26.4% | $146,958-49.3% | $74,495+0.1% |
| Participation rate | 80.8% | 75.5%+5.3pp | 82.2%-1.3pp | 67.2%+13.6pp |
| Annual return | 13.25% | 8730.91%-8717.7pp | 418.34%-405.1pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $5,438 | $7,303-25.5% | $8,070-32.6% | $4,346+25.1% |
| Admin fee / account holder | $353 | $1,739-79.7% | $12,998-97.3% | $1,942-81.8% |