Filed April 6, 2022 (most recent of 3 filings on file)
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 |
|---|---|---|
PRIME, BUCHHOLZ & ASSOCIATES2+ years Filed as: PRIME BUCHHOLZ & ASSOCIATES Service code 17 · EIN 02-0426421 | Pension Consulting | $34,678 |
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 | $201,807 | $68,408+195.0% | $57,179+252.9% | $57,658+250.0% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.3%+24.7pp | 70.2%+29.8pp |
| Annual return | 7.71% | 8.51%-0.8pp | 14.59%-6.9pp | 5.13%+2.6pp |
| Employer contribution / active EE | $9,584 | $2,869+234.0% | $2,682+257.3% | $1,974+385.6% |
| Participant deferral / active EE | $8,528 | $2,903+193.8% | $3,096+175.5% | $3,061+178.7% |
| Admin fee / account holder | $48 | $70-31.2% | $3,139-98.5% | $95-49.3% |