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) | $30,416 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $17,126 |
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 | $132,215 | $122,239+8.2% | $184,203-28.2% | $74,495+77.5% |
| Participation rate | 96.0% | 85.5%+10.5pp | 86.8%+9.2pp | 67.2%+28.8pp |
| Annual return | 13.73% | 19.95%-6.2pp | 28.81%-15.1pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $4,067 | $4,537-10.4% | $6,427-36.7% | $2,623+55.1% |
| Participant deferral / active EE | $6,225 | $7,139-12.8% | $9,131-31.8% | $4,346+43.2% |
| Admin fee / account holder | $319 | $1,260-74.7% | $13,901-97.7% | $1,942-83.6% |