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 10-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: PRIME CAPITAL INVESTMENT ADVISORS, Service code 17 · EIN 82-1364595 | Pension Consulting | $5,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,399 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $62,463 | $55,636+12.3% | $81,983-23.8% | $73,488-15.0% |
| Participation rate | 55.3% | 62.3%-7.0pp | 69.2%-13.9pp | 70.7%-15.3pp |
| Annual return | 14.76% | 19.07%-4.3pp | 41.31%-26.6pp | 28.51%-13.8pp |
| Employer contribution / active EE | $1,129 | $1,625-30.5% | $2,498-54.8% | $2,270-50.3% |
| Participant deferral / active EE | $3,916 | $2,762+41.8% | $3,722+5.2% | $3,740+4.7% |
| Admin fee / account holder | $56 | $493-88.6% | $5,664-99.0% | $513-89.0% |