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 · EIN 26-4139433 125 S 4TH STREET · NORFOLK, NE 68702 | Recordkeeping | $8,296 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $12,090 | $31,679-61.8% | $74,701-83.8% | $65,185-81.5% |
| Participation rate | 24.9% | 40.4%-15.5pp | 54.5%-29.6pp | 70.2%-45.3pp |
| Annual return | 22.20% | 39.04%-16.8pp | 752.92%-730.7pp | 29.38%-7.2pp |
| Employer contribution / active EE | $327 | $566-42.3% | $1,084-69.9% | $2,177-85.0% |
| Participant deferral / active EE | $771 | $1,191-35.3% | $1,964-60.8% | $3,514-78.1% |
| Admin fee / account holder | $133 | $379-64.9% | $3,333-96.0% | $847-84.3% |