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) | $25,686 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $15,393 |
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 | $99,776 | $102,553-2.7% | $151,611-34.2% | $66,914+49.1% |
| Participation rate | 95.0% | 85.5%+9.5pp | 87.5%+7.5pp | 69.8%+25.2pp |
| Annual return | -15.37% | -10.82%-4.5pp | 3.33%-18.7pp | 1.58%-17.0pp |
| Employer contribution / active EE | $3,874 | $4,180-7.3% | $6,166-37.2% | $2,544+52.3% |
| Participant deferral / active EE | $4,258 | $6,641-35.9% | $8,363-49.1% | $4,237+0.5% |
| Admin fee / account holder | $304 | $630-51.7% | $11,616-97.4% | $593-48.7% |