Filed May 14, 2024 (most recent of 11 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 INVT ADVISORS, LLC Service code 27 6201 COLLEGE BOULEVARD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $54,369 |
NEWPORT GROUP, INC.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $15,230 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,350 | $122,239-27.7% | $184,200-52.0% | $74,546+18.5% |
| Participation rate | 99.5% | 85.5%+14.0pp | 86.8%+12.7pp | 67.2%+32.3pp |
| Annual return | 13.40% | 19.95%-6.6pp | 28.80%-15.4pp | 1366.03%-1352.6pp |
| Employer contribution / active EE | $8,778 | $4,537+93.4% | $6,424+36.6% | $2,624+234.5% |
| Participant deferral / active EE | $4,873 | $7,139-31.7% | $9,132-46.6% | $4,347+12.1% |
| Admin fee / account holder | $277 | $1,260-78.0% | $13,907-98.0% | $1,944-85.8% |