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) | $31,100 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,446 |
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 | $108,944 | $94,621+15.1% | $138,135-21.1% | $73,409+48.4% |
| Participation rate | 98.1% | 83.4%+14.7pp | 78.7%+19.4pp | 72.2%+25.9pp |
| Annual return | 22.67% | 16.57%+6.1pp | 20.51%+2.2pp | 59.29%-36.6pp |
| Employer contribution / active EE | $10,200 | $4,410+131.3% | $5,587+82.6% | $2,234+356.7% |
| Participant deferral / active EE | $10,985 | $6,199+77.2% | $6,431+70.8% | $3,805+188.7% |
| Admin fee / account holder | $117 | $140-16.6% | $11,856-99.0% | $158-26.0% |