Filed August 3, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PROFESSIONAL CAPITAL SERVICES Service code 12 · EIN 23-3038464 | Consulting (general); Participant loa... | $41,331 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,316 | $61,214-30.9% | $83,333-49.2% | $56,287-24.8% |
| Participation rate | 70.7% | 72.6%-1.8pp | 77.8%-7.0pp | 69.9%+0.9pp |
| Annual return | -6.95% | 0.42%-7.4pp | 10.63%-17.6pp | -9.96%+3.0pp |
| Employer contribution / active EE | $296 | $1,925-84.6% | $3,379-91.2% | $2,111-86.0% |
| Participant deferral / active EE | $2,279 | $5,091-55.2% | $5,565-59.0% | $3,350-32.0% |
| Admin fee / account holder | $330 | $512-35.6% | $7,510-95.6% | $521-36.7% |