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 17 · EIN 13-5674085 | Pension Consulting | $42,008 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $41,575 |
Filed as: PRIME PENSIONS, INC. Service code 49 · EIN 46-1224594 | Other Services | $6,927 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,801 | $50,982-18.0% | $154,803-73.0% | $85,563-51.1% |
| Participation rate | 94.7% | 59.8%+34.9pp | 78.1%+16.6pp | 66.0%+28.8pp |
| Annual return | 35.62% | 30.35%+5.3pp | 58.88%-23.3pp | 31.51%+4.1pp |
| Employer contribution / active EE | $3,981 | $1,708+133.0% | $4,305-7.5% | $2,654+50.0% |
| Participant deferral / active EE | $3,523 | $2,474+42.4% | $5,540-36.4% | $4,375-19.5% |
| Admin fee / account holder | $162 | $846-80.8% | $14,329-98.9% | $834-80.5% |