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) | $53,823 |
Service code 38 · EIN 35-0145825 | Participant Communication | $28,830 |
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 | $50,612 | $52,293-3.2% | $178,490-71.6% | $73,409-31.1% |
| Participation rate | 75.8% | 65.3%+10.5pp | 81.9%-6.1pp | 72.2%+3.7pp |
| Annual return | 13.07% | 34.75%-21.7pp | 151.07%-138.0pp | 59.29%-46.2pp |
| Employer contribution / active EE | $1,095 | $1,735-36.9% | $5,011-78.1% | $2,234-51.0% |
| Participant deferral / active EE | $2,770 | $2,332+18.8% | $5,202-46.7% | $3,805-27.2% |
| Admin fee / account holder | $206 | $127+61.5% | $13,984-98.5% | $158+30.3% |