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 |
|---|---|---|
AVIOR WEALTH MANAGEMENT3 years Service code 26 14301 FNB PARKWAY, SUITE 100 · OMAHA, NE 68154 | Advisory (Participants) | $38,085 |
Filed as: RETIREMENT PLAN CONSULTANTS Service code 15 125 S 4TH STREET · NORFOLK, NE 68702 | Recordkeeping | $21,222 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,351 | $81,248+61.7% | $155,509-15.5% | $80,856+62.4% |
| Participation rate | 96.2% | 66.2%+30.0pp | 78.2%+18.0pp | 67.6%+28.6pp |
| Annual return | 11.59% | 33.31%-21.7pp | 64.67%-53.1pp | 35.59%-24.0pp |
| Employer contribution / active EE | $9,175 | $3,100+195.9% | $4,672+96.4% | $2,755+233.1% |
| Participant deferral / active EE | $6,007 | $3,452+74.0% | $5,626+6.8% | $4,296+39.8% |
| Admin fee / account holder | $511 | $7,997-93.6% | $15,912-96.8% | $6,918-92.6% |