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 INVESTMT ADVISORS LLC Service code 27 6201 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $14,647 |
THE RETIREMENT ADVANTAGE INC5 years Service code 13 101 E GRAND AVENUE STE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $13,640 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,738 |
Filed as: QDRO CONSULTANTS CO, LLC Service code 13 3071 PEARL ROAD · MEDINA, OH 44256 | Contract Administrator | $400 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,918 | $106,236-68.1% | $112,228-69.8% | $64,808-47.7% |
| Participation rate | 94.1% | 71.7%+22.4pp | 75.1%+19.0pp | 71.5%+22.6pp |
| Annual return | -16.67% | -6.02%-10.7pp | 27.45%-44.1pp | 32.82%-49.5pp |
| Employer contribution / active EE | $4,743 | $3,166+49.8% | $3,635+30.5% | $2,506+89.3% |
| Participant deferral / active EE | $8,018 | $3,785+111.8% | $4,728+69.6% | $4,310+86.0% |
| Admin fee / account holder | $53 | $452-88.3% | $6,410-99.2% | $188-71.8% |