Filed April 6, 2022 (most recent of 3 filings on file)
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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.
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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 & ASSOCIATES3+ years Filed as: PRIME BUCHHOLZ & ASSOCIATES Service code 17 · EIN 02-0426421 | Pension Consulting | $41,675 |
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 | $222,311 | $74,552+198.2% | $62,995+252.9% | $69,631+219.3% |
| Participation rate | 93.4% | 78.3%+15.2pp | 74.8%+18.6pp | 70.7%+22.7pp |
| Annual return | 13.29% | 15.77%-2.5pp | 87.57%-74.3pp | 27571.02%-27557.7pp |
| Employer contribution / active EE | $9,127 | $2,929+211.6% | $2,759+230.8% | $2,032+349.1% |
| Participant deferral / active EE | $7,980 | $2,974+168.3% | $3,329+139.7% | $3,224+147.5% |
| Admin fee / account holder | $57 | $59-4.2% | $3,600-98.4% | $110-48.4% |