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, LLC1 year Filed as: PCS RETIREMENT Service code 12 · EIN 23-3038464 | Participant loan processing; Consulti... | $19,513 |
Filed as: AMERIPRISE FINANCIAL SERVICES, LLC Service code 27 | Advisory (Plan) | $14,023 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,508 | $71,050-35.9% | $93,606-51.4% | $80,856-43.7% |
| Participation rate | 97.8% | 60.4%+37.4pp | 68.7%+29.1pp | 67.6%+30.2pp |
| Annual return | 3.60% | 11.26%-7.7pp | 133.20%-129.6pp | 35.59%-32.0pp |
| Employer contribution / active EE | $708 | $1,564-54.7% | $2,420-70.7% | $2,755-74.3% |
| Participant deferral / active EE | $2,704 | $4,034-33.0% | $4,411-38.7% | $4,296-37.1% |
| Admin fee / account holder | $293 | $6,945-95.8% | $8,285-96.5% | $6,918-95.8% |