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 INVEST. ADV. Service code 27 PO BOX 3113 · WICHITA, KS 672013113 | Advisory (Plan) | $21,079 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,578 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $59,721 | $49,915+19.6% | $154,803-61.4% | $74,304-19.6% |
| Participation rate | 90.4% | 54.0%+36.5pp | 78.1%+12.4pp | 60.3%+30.1pp |
| Annual return | 12.24% | 34.06%-21.8pp | 58.88%-46.6pp | 29.43%-17.2pp |
| Employer contribution / active EE | $2,710 | $1,611+68.2% | $4,305-37.1% | $2,241+20.9% |
| Participant deferral / active EE | $2,418 | $2,255+7.3% | $5,540-56.4% | $3,767-35.8% |
| Admin fee / account holder | $300 | $2,189-86.3% | $14,329-97.9% | $2,969-89.9% |