Filed February 9, 2022 (most recent of 5 filings on file)
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 |
|---|---|---|
Filed as: PRIME CAPITAL INVEST. ADV. Service code 27 PO BOX 3113 INTRUST BANK, N.A. · WICHITA, KS 67201 | Advisory (Plan) | $218,685 |
ASCENSUS LLC3 years Service code 26 · EIN 11-3665754 | Advisory (Participants) | $39,873 |
Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $7,550 |
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 | $170,744 | $119,446+42.9% | $150,045+13.8% | $85,563+99.6% |
| Participation rate | 99.8% | 75.4%+24.3pp | 82.3%+17.4pp | 66.0%+33.8pp |
| Annual return | 16.59% | 23.72%-7.1pp | 62.55%-46.0pp | 31.51%-14.9pp |
| Employer contribution / active EE | $10,373 | $4,078+154.4% | $4,693+121.0% | $2,654+290.9% |
| Participant deferral / active EE | $12,242 | $7,985+53.3% | $7,997+53.1% | $4,375+179.8% |
| Admin fee / account holder | $500 | $548-8.7% | $13,435-96.3% | $834-40.0% |