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 | $29,667 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $26,371 |
PRIME BENEFITS, INC.1 year Service code 13 · EIN 52-2204662 | Contract Administrator | $11,697 |
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 | $79,294 | $59,159+34.0% | $159,960-50.4% | $66,914+18.5% |
| Participation rate | 93.8% | 68.1%+25.7pp | 78.0%+15.9pp | 69.8%+24.0pp |
| Annual return | -16.39% | -12.26%-4.1pp | 408.60%-425.0pp | 1.58%-18.0pp |
| Employer contribution / active EE | $2,322 | $1,983+17.1% | $4,226-45.1% | $2,544-8.7% |
| Participant deferral / active EE | $10,877 | $4,395+147.5% | $6,182+75.9% | $4,237+156.7% |
| Admin fee / account holder | $383 | $591-35.1% | $8,698-95.6% | $593-35.4% |