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 9-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 |
|---|---|---|
RPG CONSULTANTS2 years Service code 15 · EIN 13-4077182 1245 HEWLETT PLAZA · HEWLETT, NY 11557 | Recordkeeping | $15,496 |
ANDALUS CAPITAL, LLC2 years Service code 26 33 S SERVICE ROAD · JERICHO, NY 11753 | Advisory (Participants) | $13,042 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,382 | $65,061-54.8% | $143,757-79.6% | $66,914-56.1% |
| Participation rate | 51.6% | 65.2%-13.6pp | 80.3%-28.7pp | 69.8%-18.2pp |
| Annual return | -11.41% | -11.14%-0.3pp | -0.04%-11.4pp | 1.58%-13.0pp |
| Employer contribution / active EE | $2,311 | $2,361-2.1% | $4,951-53.3% | $2,544-9.2% |
| Participant deferral / active EE | $4,242 | $2,919+45.3% | $5,637-24.7% | $4,237+0.1% |
| Admin fee / account holder | $311 | $502-38.0% | $14,673-97.9% | $593-47.6% |