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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 |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $84,750 |
Filed as: PRIME CAPITAL INVESTMENT Service code 27 6201 COLLEGE BLVD. · OVERLAND PARK, KS 66211 | Advisory (Plan) | $26,995 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,999 | $47,126-40.6% | $149,673-81.3% | $74,419-62.4% |
| Participation rate | 85.1% | 63.4%+21.7pp | 78.8%+6.4pp | 70.7%+14.4pp |
| Annual return | 19.36% | 22.75%-3.4pp | 134.42%-115.1pp | 34.38%-15.0pp |
| Employer contribution / active EE | $1,332 | $1,905-30.1% | $4,818-72.4% | $2,637-49.5% |
| Participant deferral / active EE | $2,598 | $2,728-4.8% | $5,680-54.3% | $4,528-42.6% |
| Admin fee / account holder | $168 | $343-51.0% | $13,210-98.7% | $348-51.7% |