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 |
|---|---|---|
REMBERT PENDLETON JACKSON3 years Service code 26 1945 OLD GALLOWS ROAD · VIENNA, VA 22182 | Advisory (Participants) | $37,068 |
Filed as: RETIREMENT PLAN CONSULTANTS Service code 15 125 S. 4TH STREET · NORFOLK, NE 68701 | Recordkeeping | $26,155 |
ASCENSUS LLC3 years Filed as: WEALTH MANAGEMENT LLC Service code 49 125 S. 4TH STREET · NORFOLK, NE 68701 | Other Services | $2,345 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,878 | $101,317-24.1% | $146,958-47.7% | $74,495+3.2% |
| Participation rate | 90.0% | 75.5%+14.5pp | 82.2%+7.8pp | 67.2%+22.8pp |
| Annual return | 15.75% | 8730.91%-8715.2pp | 418.34%-402.6pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $3,082 | $3,810-19.1% | $4,933-37.5% | $2,623+17.5% |
| Participant deferral / active EE | $6,843 | $7,303-6.3% | $8,070-15.2% | $4,346+57.5% |
| Admin fee / account holder | $452 | $1,739-74.0% | $12,998-96.5% | $1,942-76.7% |