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 |
|---|---|---|
PRIME, BUCHHOLZ & ASSOCIATES1+ years Filed as: PRIME BUCHHOLZ Service code 27 P.O. BOX 16011 · LEWISTON, ME 04243 | Advisory (Plan) | $11,412 |
CLS INVESTMENTS1+ years Service code 49 · EIN 32-0070947 | Other Services | $10,639 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$8,698 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $124,483 | $70,002+77.8% | $115,037+8.2% | $52,331+137.9% |
| Participation rate | 82.1% | 72.1%+10.0pp | 81.4%+0.8pp | 68.1%+14.0pp |
| Annual return | 1.70% | 4.04%-2.3pp | 26.14%-24.4pp | 4.54%-2.8pp |
| Employer contribution / active EE | $3,170 | $2,715+16.7% | $4,608-31.2% | $1,882+68.4% |
| Participant deferral / active EE | $17,672 | $4,920+259.2% | $6,026+193.2% | $3,022+484.8% |
| Admin fee / account holder | $35 | $566-93.8% | $8,175-99.6% | $592-94.1% |