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 |
|---|---|---|
PCS RETIREMENT, LLC2 years Filed as: PCS RETIREMENT Service code 13 · EIN 23-3038464 | Contract Administrator | $57,213 |
Filed as: SOLTIS INVESTMENT ADVISORS, LLC Service code 99 · EIN 27-3188744 | Other Fees | $14,861 |
SOLTIS INVESTMENT ADVISORS9+ years Service code 99 20 N MAIN ST. · ST. GEORGE, UT 84770 | Other Fees | $14,027 |
SQUIRE PATTON BOGGS US LLP7 years Filed as: SQUIRE & COMPANY Service code 10 · EIN 87-0343246 | Accounting | $9,000 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $2,500 |
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 | $54,342 | $55,415-1.9% | $155,509-65.1% | $74,495-27.1% |
| Participation rate | 97.0% | 61.9%+35.1pp | 78.2%+18.8pp | 67.2%+29.8pp |
| Annual return | 9.60% | 268.50%-258.9pp | 64.67%-55.1pp | 1364.94%-1355.3pp |
| Employer contribution / active EE | $5,058 | $2,267+123.1% | $4,672+8.3% | $2,623+92.8% |
| Participant deferral / active EE | $3,741 | $2,836+31.9% | $5,626-33.5% | $4,346-13.9% |
| Admin fee / account holder | $299 | $1,738-82.8% | $15,912-98.1% | $1,942-84.6% |