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 |
|---|---|---|
Filed as: PROFESSIONAL CAPITAL SERVICES LLC Service code 12 · EIN 23-3038464 | Contract Administrator; Participant c... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,300 | $80,005+77.9% | $140,016+1.6% | $55,725+155.4% |
| Participation rate | 100.0% | 87.0%+13.0pp | 87.5%+12.5pp | 70.9%+29.1pp |
| Annual return | -4.44% | 0.46%-4.9pp | 651.12%-655.6pp | 244.93%-249.4pp |
| Employer contribution / active EE | $13,724 | $3,403+303.3% | $5,606+144.8% | $2,078+560.4% |
| Participant deferral / active EE | $11,388 | $5,264+116.3% | $6,927+64.4% | $3,356+239.4% |
| Admin fee / account holder | $729 | $116+530.5% | $10,705-93.2% | $115+533.2% |