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 LLC3 years Filed as: CETERA ADVISORS LLC Service code 26 · EIN 84-0858799 | Advisory (Participants) | $27,998 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,844 | $52,293-75.4% | $178,490-92.8% | $73,409-82.5% |
| Participation rate | 99.6% | 65.3%+34.3pp | 81.9%+17.7pp | 72.2%+27.4pp |
| Annual return | 4.51% | 34.75%-30.2pp | 151.07%-146.6pp | 59.29%-54.8pp |
| Employer contribution / active EE | $668 | $1,735-61.5% | $5,011-86.7% | $2,234-70.1% |
| Participant deferral / active EE | $453 | $2,332-80.6% | $5,202-91.3% | $3,805-88.1% |
| Admin fee / account holder | $24 | $127-81.5% | $13,984-99.8% | $158-85.1% |