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 |
|---|---|---|
Filed as: PRIME CAPITAL INVEST. ADVISORS LLC Service code 27 6201 COLLEGE BLVD. · OVERLAND PARK, KS 66211 | Advisory (Plan) | $45,000 |
BENEFIT RESOURCES, INC.10+ years Service code 13 1545 RIVER PARK DRIVE · SACRAMENTO, CA 95815 | Contract Administrator | $13,900 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,143 | $58,778+0.6% | $129,207-54.2% | $77,643-23.8% |
| Participation rate | 98.2% | 59.2%+39.0pp | 69.6%+28.6pp | 70.6%+27.6pp |
| Annual return | 12.85% | 24.73%-11.9pp | 9417.33%-9404.5pp | 31.24%-18.4pp |
| Employer contribution / active EE | $1,931 | $1,952-1.1% | $4,153-53.5% | $2,726-29.2% |
| Participant deferral / active EE | $4,423 | $3,212+37.7% | $4,168+6.1% | $4,647-4.8% |
| Admin fee / account holder | $54 | $589-90.8% | $7,715-99.3% | $430-87.4% |