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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 |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $40,123 |
Filed as: PRIME CAPITAL INVESTMENT Service code 27 6201 COLLEGE BLVD. · OVERLAND PARK, KS 66211 | Advisory (Plan) | $33,687 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,061 | $57,831+0.4% | $82,389-29.5% | $85,563-32.1% |
| Participation rate | 87.5% | 55.0%+32.5pp | 69.5%+18.0pp | 66.0%+21.5pp |
| Annual return | 14.89% | 17.86%-3.0pp | 28.67%-13.8pp | 31.51%-16.6pp |
| Employer contribution / active EE | $375 | $1,643-77.2% | $2,517-85.1% | $2,654-85.9% |
| Participant deferral / active EE | $4,044 | $3,118+29.7% | $4,155-2.7% | $4,375-7.6% |
| Admin fee / account holder | $168 | $1,391-87.9% | $7,231-97.7% | $834-79.8% |