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 L Service code 27 6201 COLLEGE BLVD 7TH FL · OVERLAND PARK, KS 66211 | Advisory (Plan) | $28,941 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,250 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $81,262 | $72,658+11.8% | $127,761-36.4% | $67,579+20.2% |
| Participation rate | 96.8% | 80.0%+16.9pp | 79.0%+17.8pp | 71.3%+25.5pp |
| Annual return | 26.54% | 26.49%0pp | 26.14%+0.4pp | 378.56%-352.0pp |
| Employer contribution / active EE | $5,810 | $3,988+45.7% | $4,574+27.0% | $2,148+170.5% |
| Participant deferral / active EE | $8,713 | $5,383+61.8% | $6,021+44.7% | $3,539+146.2% |
| Admin fee / account holder | $113 | $127-10.9% | $9,395-98.8% | $142-20.5% |