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 Service code 27 6201 COLLEGE BLVD. · OVERLAND PARK, KS 66211 | Advisory (Plan) | $21,246 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $21,124 |
FIRST NATIONAL BANK OF OMAHA7+ years Service code 15 · EIN 47-0259043 | Recordkeeping | $18,724 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,749 | $58,347-21.6% | $85,682-46.6% | $86,799-47.3% |
| Participation rate | 90.0% | 64.9%+25.0pp | 69.9%+20.1pp | 72.3%+17.7pp |
| Annual return | 20.01% | 18.43%+1.6pp | 21.49%-1.5pp | 97.91%-77.9pp |
| Employer contribution / active EE | $922 | $1,751-47.4% | $2,618-64.8% | $2,405-61.7% |
| Participant deferral / active EE | $3,370 | $3,065+9.9% | $3,923-14.1% | $4,131-18.4% |
| Admin fee / account holder | $131 | $147-11.5% | $6,873-98.1% | $170-23.0% |