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 |
|---|---|---|
Service code 27 · EIN 42-1445429 | Advisory (Plan) | $50,952 |
Filed as: PRIME CAPITAL MANAGEMENT Service code 27 · EIN 82-1364595 | Advisory (Plan) | $17,166 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$28,615 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $176,093 | $79,523+121.4% | $140,016+25.8% | $56,287+212.9% |
| Participation rate | 88.0% | 85.7%+2.3pp | 87.5%+0.5pp | 69.9%+18.2pp |
| Annual return | -5.75% | 2.39%-8.1pp | 651.12%-656.9pp | -9.96%+4.2pp |
| Employer contribution / active EE | $11,017 | $3,350+228.9% | $5,606+96.5% | $2,111+421.9% |
| Participant deferral / active EE | $6,031 | $5,129+17.6% | $6,927-12.9% | $3,350+80.0% |
| Admin fee / account holder | $176 | $614-71.4% | $10,705-98.4% | $521-66.3% |