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 | $45,230 |
Service code 13 · EIN 41-0417830 | Contract Administrator | $34,747 |
MILLER KAPLAN ARASE LLP7 years Filed as: MILLER WELLER HEISER Service code 10 P.O. BOX 159 · ST. CLOUD, MN 56302 | Accounting | $7,850 |
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.
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 | $38,493 | $44,626-13.7% | $86,188-55.3% | $80,160-52.0% |
| Participation rate | 63.3% | 63.5%-0.3pp | 69.0%-5.7pp | 72.9%-9.7pp |
| Annual return | 13.57% | 19.61%-6.0pp | 1168.45%-1154.9pp | 40.38%-26.8pp |
| Employer contribution / active EE | $1,917 | $1,099+74.5% | $2,380-19.4% | $2,978-35.6% |
| Participant deferral / active EE | $817 | $2,769-70.5% | $3,985-79.5% | $5,017-83.7% |
| Admin fee / account holder | $81 | $133-39.0% | $6,852-98.8% | $145-43.9% |