Filed October 10, 2024 (most recent of 4 filings on file)
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 INVESTMENT ADVISORS L Service code 27 6201 COLLEGE BLVD 7TH FL · OVERLAND PARK, KS 66211 | Advisory (Plan) | $22,750 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $22,142 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,462 | $102,553+65.2% | $151,611+11.8% | $66,914+153.3% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -13.65% | -10.82%-2.8pp | 3.33%-17.0pp | 1.58%-15.2pp |
| Employer contribution / active EE | $5,421 | $4,180+29.7% | $6,166-12.1% | $2,544+113.1% |
| Participant deferral / active EE | $6,978 | $6,641+5.1% | $8,363-16.6% | $4,237+64.7% |
| Admin fee / account holder | $131 | $630-79.1% | $11,616-98.9% | $593-77.8% |