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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $41,783 |
Filed as: PRIME CAPITAL INVESTMENT ADVISORS, Service code 27 · EIN 82-1364595 | Advisory (Plan) | $19,987 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,906 | $88,890-29.2% | $102,423-38.6% | $77,643-19.0% |
| Participation rate | 96.1% | 80.9%+15.2pp | 76.5%+19.6pp | 70.6%+25.5pp |
| Annual return | 11.41% | 24.98%-13.6pp | 29.32%-17.9pp | 31.24%-19.8pp |
| Employer contribution / active EE | $1,512 | $2,698-44.0% | $3,023-50.0% | $2,726-44.5% |
| Participant deferral / active EE | $3,884 | $5,145-24.5% | $5,053-23.1% | $4,647-16.4% |
| Admin fee / account holder | $202 | $235-14.2% | $9,451-97.9% | $430-53.1% |