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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 |
|---|---|---|
Filed as: PRIME CAPITAL INVEST. ADVISORS Service code 27 6325 RANCH DRIVE · LITTLE ROCK, AR 72223 | Advisory (Plan) | $9,682 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,716 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,849 | $65,061-57.2% | $143,757-80.6% | $66,914-58.4% |
| Participation rate | 49.1% | 65.2%-16.1pp | 80.3%-31.2pp | 69.8%-20.7pp |
| Annual return | -15.18% | -11.14%-4.0pp | -0.04%-15.1pp | 1.58%-16.8pp |
| Employer contribution / active EE | $1,217 | $2,361-48.4% | $4,951-75.4% | $2,544-52.2% |
| Participant deferral / active EE | $2,022 | $2,919-30.7% | $5,637-64.1% | $4,237-52.3% |
| Admin fee / account holder | $100 | $502-80.1% | $14,673-99.3% | $593-83.1% |