See peer percentile detail with Solo.
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.
See the 9-year trajectory with Solo.
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: NORTH AMERICAN KTRADE ALLIANCE Service code 10 · EIN 32-0169227 | Accounting | $13,236 |
Filed as: PRIME CAPITAL INVESTMENT ADV LLC Service code 26 · EIN 83-1364595 | Advisory (Participants) | $11,698 |
Service code 10 · EIN 48-0890241 | Accounting | $8,512 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,651 | $65,061-65.2% | $143,757-84.2% | $66,914-66.2% |
| Participation rate | 65.9% | 65.2%+0.7pp | 80.3%-14.4pp | 69.8%-3.9pp |
| Annual return | -15.20% | -11.14%-4.1pp | -0.04%-15.2pp | 1.58%-16.8pp |
| Employer contribution / active EE | $680 | $2,361-71.2% | $4,951-86.3% | $2,544-73.3% |
| Participant deferral / active EE | $1,984 | $2,919-32.0% | $5,637-64.8% | $4,237-53.2% |
| Admin fee / account holder | $139 | $502-72.4% | $14,673-99.1% | $593-76.6% |