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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.
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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 |
|---|---|---|
PRIME BENEFITS, INC.1 year Service code 13 · EIN 52-2204662 | Contract Administrator | $16,842 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,251 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $7,849 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $81,518 | $73,867+10.4% | $143,757-43.3% | $68,494+19.0% |
| Participation rate | 94.4% | 66.7%+27.8pp | 80.3%+14.1pp | 67.9%+26.6pp |
| Annual return | -22.80% | 1.01%-23.8pp | -0.04%-22.8pp | -7.84%-15.0pp |
| Employer contribution / active EE | $4,105 | $3,184+28.9% | $4,951-17.1% | $2,596+58.1% |
| Participant deferral / active EE | $5,086 | $3,384+50.3% | $5,637-9.8% | $4,027+26.3% |
| Admin fee / account holder | $455 | $5,755-92.1% | $14,673-96.9% | $5,403-91.6% |