Filed June 23, 2021
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 |
|---|---|---|
EFFICIENT ADVISORS3 years Service code 28 1801 MARKET STREET, SUITE 1000 · PHILADELPHIA, PA 19103 | Investment Management | $40,277 |
PCS RETIREMENT, LLC1 year Filed as: PCS RETIREMENT LLC Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $6,195 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,810 | $69,362-5.1% | $101,248-35.0% | $73,488-10.4% |
| Participation rate | 56.8% | 68.4%-11.5pp | 75.8%-19.0pp | 70.7%-13.8pp |
| Annual return | 8.56% | 18.46%-9.9pp | 46.47%-37.9pp | 28.51%-20.0pp |
| Employer contribution / active EE | $1,264 | $2,628-51.9% | $3,660-65.5% | $2,270-44.3% |
| Participant deferral / active EE | $2,982 | $3,300-9.6% | $4,370-31.8% | $3,740-20.3% |
| Admin fee / account holder | $357 | $704-49.2% | $5,945-94.0% | $513-30.3% |