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 | $26,555 |
REMBERT PENDLETON JACKSON2 years Service code 26 1945 OLD GALLOWS ROAD · VIENNA, VA 22182 | Advisory (Participants) | $21,281 |
ASCENSUS LLC2 years Filed as: WEALTH MANAGEMENT LLC Service code 49 125 S. 4TH STREET · NORFOLK, NE 68701 | Other Services | $8,512 |
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 | $75,107 | $91,407-17.8% | $135,903-44.7% | $71,457+5.1% |
| Participation rate | 87.4% | 75.7%+11.8pp | 81.9%+5.5pp | 67.9%+19.5pp |
| Annual return | 23.08% | 29.90%-6.8pp | 68.23%-45.1pp | 28.85%-5.8pp |
| Employer contribution / active EE | $3,095 | $3,703-16.4% | $4,856-36.3% | $2,588+19.6% |
| Participant deferral / active EE | $6,793 | $7,092-4.2% | $7,758-12.4% | $4,289+58.4% |
| Admin fee / account holder | $411 | $1,266-67.5% | $10,762-96.2% | $1,587-74.1% |