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.
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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 Service code 27 · EIN 82-1364595 6201 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $35,000 |
Filed as: CAMBRIDGE INVESTMENT ADVISOR Service code 27 · EIN 20-1665305 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $3,216 |
THE VANGUARD GROUP, INC.3 years Service code 27 · EIN 23-1945930 | Advisory (Plan) | $3,100 |
ASCENSUS LLC2 years Filed as: PENSION ADMINISTRATORS LLC Service code 50 · EIN 20-4043839 18033 OAK ST · OMAHA, NE 68130 | Direct Payment | $1,275 |
TD AMERITRADE, INC.7 years Service code 27 · EIN 82-0543156 | Advisory (Plan) | $234 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $264,024 | $93,571+182.2% | $135,903+94.3% | $75,163+251.3% |
| Participation rate | 96.4% | 75.2%+21.2pp | 81.9%+14.5pp | 67.2%+29.2pp |
| Annual return | 16.69% | 30.90%-14.2pp | 68.23%-51.5pp | 160.62%-143.9pp |
| Employer contribution / active EE | $14,874 | $3,537+320.6% | $4,856+206.3% | $2,670+457.1% |
| Participant deferral / active EE | $6,356 | $6,404-0.8% | $7,758-18.1% | $4,125+54.1% |
| Admin fee / account holder | $346 | $6,975-95.0% | $10,762-96.8% | $5,651-93.9% |