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 |
|---|---|---|
Filed as: PRIME CAPITAL INVESTMENT ADVISORS L Service code 15 · EIN 82-1364595 | Recordkeeping | $7,500 |
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,285 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $53,271 | $89,355-40.4% | $141,162-62.3% | $72,985-27.0% |
| Participation rate | 93.4% | 75.1%+18.3pp | 82.5%+10.9pp | 69.5%+23.9pp |
| Annual return | 23.93% | 111.85%-87.9pp | 71.39%-47.5pp | 81.00%-57.1pp |
| Employer contribution / active EE | $3,823 | $3,114+22.8% | $4,735-19.3% | $2,440+56.7% |
| Participant deferral / active EE | $7,892 | $5,418+45.7% | $6,709+17.6% | $3,607+118.8% |
| Admin fee / account holder | $74 | $5,958-98.8% | $10,261-99.3% | $5,124-98.6% |