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) | $30,000 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $10,793 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,233 | $86,897-35.3% | $151,611-62.9% | $64,808-13.2% |
| Participation rate | 97.5% | 87.3%+10.2pp | 87.5%+10.0pp | 71.5%+26.0pp |
| Annual return | -11.15% | -3.57%-7.6pp | 3.33%-14.5pp | 32.82%-44.0pp |
| Employer contribution / active EE | $1,879 | $4,010-53.1% | $6,166-69.5% | $2,506-25.0% |
| Participant deferral / active EE | $6,555 | $6,690-2.0% | $8,363-21.6% | $4,310+52.1% |
| Admin fee / account holder | $73 | $153-52.1% | $11,616-99.4% | $188-61.0% |