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 L Service code 27 · EIN 06-1050034 6201 COLLEGE BLVD 7TH FL · OVERLAND PARK, KS 66211 | Advisory (Plan) | $15,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,356 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,447 | $129,021-44.6% | $184,203-61.2% | $77,643-8.0% |
| Participation rate | 94.4% | 87.3%+7.1pp | 86.8%+7.6pp | 70.6%+23.8pp |
| Annual return | 14.91% | 33.27%-18.4pp | 28.81%-13.9pp | 31.24%-16.3pp |
| Employer contribution / active EE | $2,027 | $4,413-54.1% | $6,427-68.5% | $2,726-25.7% |
| Participant deferral / active EE | $6,783 | $7,297-7.0% | $9,131-25.7% | $4,647+46.0% |
| Admin fee / account holder | $40 | $254-84.2% | $13,901-99.7% | $430-90.7% |