Filed November 16, 2020 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 28 525 BIGHAM KNOLL · JACKSONVILLE, OR 97530 | Investment Management | $45,221 |
PCS RETIREMENT, LLC5 years Service code 13 · EIN 23-3038464 | Contract Administrator | $26,699 |
Employer 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.)
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 | $50,685 | $122,239-58.5% | $184,203-72.5% | $74,495-32.0% |
| Participation rate | 94.8% | 85.5%+9.3pp | 86.8%+8.0pp | 67.2%+27.6pp |
| Annual return | 12.26% | 19.95%-7.7pp | 28.81%-16.5pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $6,427-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,561 | $7,139-36.1% | $9,131-50.1% | $4,346+4.9% |
| Admin fee / account holder | $397 | $1,260-68.5% | $13,901-97.1% | $1,942-79.6% |