Filed October 26, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 INVMT ADV Service code 26 · EIN 82-1364595 | Advisory (Participants) | $42,306 |
Service code 38 · EIN 35-0145825 | Participant Communication | $26,906 |
QUALIFIED PLANS, LLC1 year Filed as: QUALIFIED PLAN ADVISORS Service code 26 · EIN 82-1364595 | Advisory (Participants) | $6,313 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,585 | $62,928-27.6% | $172,739-73.6% | $67,579-32.5% |
| Participation rate | 80.1% | 64.5%+15.6pp | 82.6%-2.6pp | 71.3%+8.8pp |
| Annual return | 18.42% | 30.36%-11.9pp | 802.84%-784.4pp | 378.56%-360.1pp |
| Employer contribution / active EE | $978 | $1,636-40.2% | $5,143-81.0% | $2,148-54.4% |
| Participant deferral / active EE | $3,002 | $2,145+40.0% | $5,198-42.2% | $3,539-15.2% |
| Admin fee / account holder | $188 | $167+13.1% | $13,954-98.6% | $142+32.5% |