Filed February 14, 2022 (most recent of 2 filings on file)
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 INVESTMENT Service code 27 · EIN 82-1364595 | Advisory (Plan) | $15,000 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $8,927 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $52,442 | $88,515-40.8% | $162,163-67.7% | $67,579-22.4% |
| Participation rate | 100.0% | 86.8%+13.2pp | 87.6%+12.4pp | 71.3%+28.7pp |
| Annual return | 26.91% | 27.04%-0.1pp | 115.59%-88.7pp | 378.56%-351.6pp |
| Employer contribution / active EE | $1,399 | $3,563-60.7% | $5,614-75.1% | $2,148-34.9% |
| Participant deferral / active EE | $5,642 | $5,724-1.4% | $7,298-22.7% | $3,539+59.4% |
| Admin fee / account holder | $67 | $124-45.7% | $10,843-99.4% | $142-52.8% |