Filed March 11, 1998
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 INVESTMENT ADVIS Service code 17 6201 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Pension Consulting | $49,804 |
Service code 13 · EIN 41-0417830 | Contract Administrator | $29,120 |
MILLER KAPLAN ARASE LLP6 years Filed as: MILLER WELLER HEISER Service code 10 P.O. BOX 159 · ST. CLOUD, MN 56302 | Accounting | $7,650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,385 | $39,973-19.0% | $79,550-59.3% | $77,904-58.4% |
| Participation rate | 66.2% | 64.6%+1.6pp | 69.5%-3.3pp | 73.7%-7.5pp |
| Annual return | -13.89% | 3.42%-17.3pp | 0.16%-14.1pp | 12.21%-26.1pp |
| Employer contribution / active EE | $2,250 | $1,088+106.9% | $2,413-6.7% | $2,848-21.0% |
| Participant deferral / active EE | $872 | $2,774-68.6% | $3,985-78.1% | $4,806-81.9% |
| Admin fee / account holder | $79 | $113-29.6% | $6,832-98.8% | $133-40.1% |