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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 |
|---|---|---|
PCS RETIREMENT, LLC1 year Service code 12 · EIN 23-3038464 | Consulting (pension); Copying and dup... | $46,481 |
ADMIN3166 years Service code 14 · EIN 81-0759783 | Plan Administrator | $20,146 |
Filed as: AMERIPRISE FINANCIAL Service code 27 · EIN 41-0973005 | Advisory (Plan) | $16,117 |
BENEFITEXCEL3 years Service code 27 · EIN 83-2184448 | Advisory (Plan) | $8,058 |
STRATEGIC WEALTH MANAGEMENT2 years Service code 27 · EIN 83-2425992 | Advisory (Plan) | $7,655 |
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 | $20,402 | $55,415-63.2% | $155,509-86.9% | $74,495-72.6% |
| Participation rate | 84.6% | 61.9%+22.7pp | 78.2%+6.4pp | 67.2%+17.4pp |
| Annual return | 11.92% | 268.50%-256.6pp | 64.67%-52.7pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $2,391 | $2,267+5.4% | $4,672-48.8% | $2,623-8.9% |
| Participant deferral / active EE | $1,547 | $2,836-45.4% | $5,626-72.5% | $4,346-64.4% |
| Admin fee / account holder | $415 | $1,738-76.1% | $15,912-97.4% | $1,942-78.6% |