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 |
|---|---|---|
CETERA ADVISOR NETWORKS LLC1+ years Filed as: CETERA ADVISOR Service code 61 200 N. SEPULVEDA BLVD., SUITE 1300 · EL SEGUNDO, CA 90245 | Finders' fees / placement fees | $0 |
CETERA ADVISOR NETWORKS LLC1+ years Service code 61 | Finders' fees / placement fees | $0 |
Service code 37 · EIN 04-2647786 OPERATIONS COMPANY, INC - FIIOC · CINCINNATI, OH 452770082 | Loan Processing | $0 |
FIIOC1+ years Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $34,165 | $54,320-37.1% | $67,652-49.5% | $52,331-34.7% |
| Participation rate | 63.5% | 73.6%-10.1pp | 75.7%-12.2pp | 68.1%-4.6pp |
| Annual return | -0.55% | 6.81%-7.4pp | 6625.04%-6625.6pp | 4.54%-5.1pp |
| Employer contribution / active EE | $1,689 | $1,544+9.4% | $2,266-25.4% | $1,882-10.2% |
| Participant deferral / active EE | $0 | $2,950-100.0% | $3,560-100.0% | $3,022-100.0% |
| Admin fee / account holder | $15 | $527-97.2% | $4,821-99.7% | $592-97.5% |