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 |
|---|---|---|
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA ADVISORS LLC Service code 26 · EIN 84-0858799 | Advisory (Participants) | $25,387 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,163 | $62,928-56.8% | $172,739-84.3% | $67,579-59.8% |
| Participation rate | 98.4% | 64.5%+33.9pp | 82.6%+15.7pp | 71.3%+27.1pp |
| Annual return | 4.46% | 30.36%-25.9pp | 802.84%-798.4pp | 378.56%-374.1pp |
| Employer contribution / active EE | $1,866 | $1,636+14.0% | $5,143-63.7% | $2,148-13.1% |
| Participant deferral / active EE | $1,169 | $2,145-45.5% | $5,198-77.5% | $3,539-67.0% |
| Admin fee / account holder | $47 | $167-71.6% | $13,954-99.7% | $142-66.7% |