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) | $39,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,078 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,199 | $130,194+39.2% | $169,993+6.6% | $71,457+153.6% |
| Participation rate | 99.6% | 86.1%+13.4pp | 87.0%+12.6pp | 67.9%+31.7pp |
| Annual return | 14.01% | 20.37%-6.4pp | 53.37%-39.4pp | 28.85%-14.8pp |
| Employer contribution / active EE | $5,413 | $4,381+23.6% | $6,785-20.2% | $2,588+109.2% |
| Participant deferral / active EE | $6,984 | $6,923+0.9% | $10,408-32.9% | $4,289+62.8% |
| Admin fee / account holder | $256 | $966-73.4% | $12,815-98.0% | $1,587-83.8% |