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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.
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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 INVESTMENTS Service code 26 6201 COLLEGE BLVD STE 700 · OVERLAND PARK, KS 66211 | Advisory (Participants) | $86,931 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,951 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,199 | $86,944+56.7% | $107,525+26.7% | $74,304+83.3% |
| Participation rate | 88.6% | 59.6%+29.0pp | 75.1%+13.5pp | 60.3%+28.2pp |
| Annual return | 12.88% | 23.52%-10.6pp | 181.32%-168.4pp | 29.43%-16.6pp |
| Employer contribution / active EE | $14,244 | $2,757+416.7% | $3,754+279.5% | $2,241+535.6% |
| Participant deferral / active EE | $2,288 | $3,554-35.6% | $5,116-55.3% | $3,767-39.3% |
| Admin fee / account holder | $804 | $3,727-78.4% | $8,919-91.0% | $2,969-72.9% |