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: PRIME CAPITAL INVEST. ADV. Service code 26 P.O. BOX 3113 · WITCHITA, KS 672013113 | Advisory (Participants) | $31,259 |
THE VANGUARD GROUP, INC.5 years Service code 13 · EIN 23-1945930 | Contract Administrator | $10,409 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,986 | $73,360+153.5% | $177,989+4.5% | $74,495+149.7% |
| Participation rate | 84.7% | 66.6%+18.1pp | 77.1%+7.6pp | 67.2%+17.5pp |
| Annual return | 15.86% | 17.49%-1.6pp | 294.48%-278.6pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $2,996 | $2,216+35.2% | $3,949-24.1% | $2,623+14.2% |
| Participant deferral / active EE | $10,031 | $4,513+122.2% | $6,276+59.8% | $4,346+130.8% |
| Admin fee / account holder | $315 | $1,808-82.6% | $10,363-97.0% | $1,942-83.8% |