Filed December 1, 2023
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 INV ADVISORS, LLC Service code 51 · EIN 82-1364595 | Investment Mgmt Fees | $315,702 |
Filed as: NORTH AMERICA KTRADE ALLIANCE LLC Service code 10 · EIN 32-0169227 | Accounting | $83,952 |
Filed as: DEMARS PENSION CONSULTING Service code 10 · EIN 48-0890241 | Accounting | $25,940 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,824 | $84,948+41.1% | $70,449+70.1% | $73,409+63.2% |
| Participation rate | 98.8% | 79.9%+18.8pp | 75.1%+23.7pp | 72.2%+26.6pp |
| Annual return | 11.82% | 13.39%-1.6pp | 109.03%-97.2pp | 59.29%-47.5pp |
| Employer contribution / active EE | $5,858 | $2,834+106.7% | $2,737+114.1% | $2,234+162.3% |
| Participant deferral / active EE | $6,291 | $3,387+85.7% | $3,709+69.6% | $3,805+65.3% |
| Admin fee / account holder | $891 | $98+808.5% | $3,845-76.8% | $158+464.5% |