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: RETIREMENT PLAN CONSULTANTS, LLC Service code 15 125 S 4TH STREET · NORFOLK, NE 68701 | Recordkeeping | $10,944 |
SHANKERVALLEAU WEALTH ADVISORS2 years Service code 26 5215 OLD ORCHARD ROAD · SKOKIE, IL 60077 | Advisory (Participants) | $7,387 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,886 | $91,190-72.7% | $178,490-86.1% | $79,858-68.8% |
| Participation rate | 63.2% | 69.2%-6.0pp | 81.9%-18.7pp | 69.6%-6.4pp |
| Annual return | 9.10% | 24.19%-15.1pp | 151.07%-142.0pp | 31.71%-22.6pp |
| Employer contribution / active EE | $1,575 | $3,256-51.6% | $5,011-68.6% | $2,471-36.3% |
| Participant deferral / active EE | $2,432 | $3,236-24.9% | $5,202-53.2% | $3,740-35.0% |
| Admin fee / account holder | $230 | $6,751-96.6% | $13,984-98.4% | $5,306-95.7% |