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 Service code 15 125 S. 4TH STREET · NORFOLK, NE 68701 | Recordkeeping | $22,282 |
Service code 26 7647 LEESBURG PIKE · FALLS CHURCH, VA 22043 | Advisory (Participants) | $19,088 |
ASCENSUS LLC1 year Filed as: WEALTH MANAGEMENT LLC Service code 49 125 S. 4TH STREET · NORFOLK, NE 68701 | Other Services | $7,635 |
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 | $63,328 | $84,487-25.0% | $125,339-49.5% | $66,914-5.4% |
| Participation rate | 91.5% | 76.4%+15.0pp | 82.4%+9.1pp | 69.8%+21.6pp |
| Annual return | -17.56% | -8.39%-9.2pp | 572.05%-589.6pp | 1.58%-19.1pp |
| Employer contribution / active EE | $3,208 | $3,553-9.7% | $4,814-33.4% | $2,544+26.1% |
| Participant deferral / active EE | $6,487 | $6,781-4.3% | $7,446-12.9% | $4,237+53.1% |
| Admin fee / account holder | $395 | $685-42.3% | $10,010-96.1% | $593-33.4% |