PlanOptica
Pricing
Sign inCreate account
  1. Providers/
  2. ROCKY MOUNTAIN CHAPTER NECA
All providers

ROCKY MOUNTAIN CHAPTER NECA

1 known alias resolved via the canonical alias map

Market position · 2024

Plans served2Rank #5172 of mapped providers
Assets under administration$2.4B0.0%Market share · rank #2866
Fees received$14,280Median $7,140/planSum across Schedule C direct + indirect
Net wins YoY+00 won · 0 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical ROCKY MOUNTAIN CHAPTER NECA plan look like?
Service mix · median fees per plan
Count of plans where ROCKY MOUNTAIN CHAPTER NECA ships each service code, and the median compensation they report under it.
ServicePlansMedian feesDistribution
Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15
2$7,140
Competitor overlap
Percent of ROCKY MOUNTAIN CHAPTER NECA's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under ROCKY MOUNTAIN CHAPTER NECA.
SponsorFromAssets
Plans lost in 2024
Appeared last year under ROCKY MOUNTAIN CHAPTER NECA; not this year.
SponsorToAssets
Top plans by assets
Searchable full list lands with the commercial layer.
PlanAssetsParticipantsFeesTenureFlags
BOARD OF TRUSTEES, EIGHTH DISTRICT ELECTRICAL PENSIONNV · 846100393-001
$1.3B21,064$7,1408y-
BOARD OF TRUSTEES, EIGHTH DISTRICT ELECTRICAL PENSIONNV · 846100393-002
$1.1B23,721$7,1408y1
Flag exposure
100.0%Market: 89.2%
This provider
Market baseline

Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.

Aliases resolved (1)
Raw Schedule C names collapsed into ROCKY MOUNTAIN CHAPTER NECA.
  • ROCKY MOUNTAIN CHAPTER NECA
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for ROCKY MOUNTAIN CHAPTER NECA's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
FlagPlans flaggedProvider %Market %Delta
Recently terminated00.00%7.76%-7.76 pp
Fidelity bond gap00.00%26.94%-26.94 pp
Late contributions150.00%1.71%+48.29 pp
Failed to provide benefit00.00%0.14%-0.14 pp
Corrective distributions00.00%1.76%-1.76 pp
Loss discovered00.00%0.00%-0.00 pp
New-plan formation share
Share of plans filing for the first time each year that landed with ROCKY MOUNTAIN CHAPTER NECA. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Documentation
  • Filter catalog
  • Plan-page guide
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica