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 17 · EIN 13-5674085 | Pension Consulting | $41,222 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $33,948 |
PRIME BENEFITS, INC.3 years Service code 13 · EIN 52-2204662 | Contract Administrator | $16,443 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,358 | $73,360+68.2% | $177,989-30.7% | $74,495+65.6% |
| Participation rate | 97.1% | 66.6%+30.5pp | 77.1%+20.0pp | 67.2%+29.9pp |
| Annual return | 21.24% | 17.49%+3.8pp | 294.48%-273.2pp | 1364.94%-1343.7pp |
| Employer contribution / active EE | $2,420 | $2,216+9.2% | $3,949-38.7% | $2,623-7.7% |
| Participant deferral / active EE | $13,002 | $4,513+188.1% | $6,276+107.2% | $4,346+199.2% |
| Admin fee / account holder | $432 | $1,808-76.1% | $10,363-95.8% | $1,942-77.7% |