See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $14,626 |
PRIME BENEFITS, INC.1 year Filed as: PRIME BENEFITS INC. Service code 13 · EIN 52-2204662 | Contract Administrator | $12,214 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,002 | $80,753-64.1% | $136,294-78.7% | $62,292-53.4% |
| Participation rate | 76.9% | 73.5%+3.3pp | 81.9%-5.1pp | 69.5%+7.3pp |
| Annual return | 18.18% | 35.83%-17.7pp | 5155.94%-5137.8pp | 28.90%-10.7pp |
| Employer contribution / active EE | $1,265 | $2,884-56.1% | $4,695-73.1% | $2,042-38.1% |
| Participant deferral / active EE | $3,484 | $5,164-32.5% | $6,247-44.2% | $3,169+9.9% |
| Admin fee / account holder | $176 | $525-66.5% | $9,243-98.1% | $479-63.3% |