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) | $68,423 |
Service code 38 · EIN 35-0145825 | Participant Communication | $38,489 |
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 | $49,004 | $56,485-13.2% | $185,823-73.6% | $86,799-43.5% |
| Participation rate | 75.6% | 65.5%+10.1pp | 81.7%-6.1pp | 72.3%+3.3pp |
| Annual return | 11.74% | 118.04%-106.3pp | 122.05%-110.3pp | 97.91%-86.2pp |
| Employer contribution / active EE | $1,175 | $1,843-36.2% | $5,167-77.3% | $2,405-51.1% |
| Participant deferral / active EE | $2,650 | $2,553+3.8% | $5,568-52.4% | $4,131-35.8% |
| Admin fee / account holder | $226 | $150+50.9% | $16,237-98.6% | $170+33.1% |