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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) | $10,006 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,623 |
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 | $42,078 | $77,899-46.0% | $149,673-71.9% | $75,163-44.0% |
| Participation rate | 56.0% | 65.6%-9.5pp | 78.8%-22.7pp | 67.2%-11.1pp |
| Annual return | 14.73% | 31.72%-17.0pp | 134.42%-119.7pp | 160.62%-145.9pp |
| Employer contribution / active EE | $1,260 | $3,137-59.8% | $4,818-73.8% | $2,670-52.8% |
| Participant deferral / active EE | $2,269 | $3,411-33.5% | $5,680-60.1% | $4,125-45.0% |
| Admin fee / account holder | $140 | $5,956-97.6% | $13,210-98.9% | $5,651-97.5% |