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 ADVISORS, Service code 27 · EIN 82-1364595 | Advisory (Plan) | $20,000 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $9,436 |
HARRISON ACCOUNTING GROUP2 years Filed as: HARRISON ACCOUNTING GROUP, INC. Service code 10 · EIN 94-2539211 | Accounting | $7,500 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
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 | $68,681 | $111,491-38.4% | $189,513-63.8% | $86,799-20.9% |
| Participation rate | 95.3% | 87.3%+8.0pp | 87.8%+7.5pp | 72.3%+23.0pp |
| Annual return | 12.28% | 83.50%-71.2pp | 555.15%-542.9pp | 97.91%-85.6pp |
| Employer contribution / active EE | $1,436 | $3,951-63.7% | $6,162-76.7% | $2,405-40.3% |
| Participant deferral / active EE | $6,696 | $6,437+4.0% | $8,221-18.5% | $4,131+62.1% |
| Admin fee / account holder | $77 | $189-59.2% | $12,045-99.4% | $170-54.6% |