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 7-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 |
|---|---|---|
PCS RETIREMENT, LLC2 years Filed as: PCS RETIREMENT LLC Service code 15 · EIN 23-3038464 | Recordkeeping | $249,825 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,957 | $148,970-96.0% | $136,007-95.6% | $199,593-97.0% |
| Participation rate | 98.6% | 79.4%+19.3pp | 76.5%+22.2pp | 72.0%+26.7pp |
| Annual return | 19.65% | 27.07%-7.4pp | 579.32%-559.7pp | 34.25%-14.6pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,217-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $1,931 | $6,140-68.5% | $7,025-72.5% | $5,087-62.0% |
| Admin fee / account holder | $48 | $144-66.7% | $6,858-99.3% | $269-82.2% |