Filed September 27, 2024 (most recent of 3 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CETERA ADVISORS LLC Service code 26 · EIN 84-0858799 | Advisory (Participants) | $25,287 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,513 | $37,196-26.0% | $154,107-82.1% | $55,725-50.6% |
| Participation rate | 91.0% | 64.1%+26.9pp | 83.0%+7.9pp | 70.9%+20.1pp |
| Annual return | 8.71% | 1319.68%-1311.0pp | 735.12%-726.4pp | 244.93%-236.2pp |
| Employer contribution / active EE | $1,774 | $1,614+9.9% | $5,298-66.5% | $2,078-14.6% |
| Participant deferral / active EE | $1,051 | $2,068-49.2% | $5,081-79.3% | $3,356-68.7% |
| Admin fee / account holder | $51 | $102-50.2% | $13,411-99.6% | $115-56.1% |