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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $254,720 |
Filed as: CETERA INVESTMENT ADVISERS, LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $95,557 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,427 | $81,357-58.9% | $75,972-56.0% | $199,593-83.3% |
| Participation rate | 100.0% | 69.9%+30.1pp | 69.1%+30.9pp | 72.0%+28.0pp |
| Annual return | 15.13% | 16.32%-1.2pp | 359.55%-344.4pp | 34.25%-19.1pp |
| Employer contribution / active EE | $3,853 | $3,341+15.3% | $2,685+43.5% | $3,034+27.0% |
| Participant deferral / active EE | $1,253 | $4,710-73.4% | $4,255-70.6% | $5,087-75.4% |
| Admin fee / account holder | $189 | $144+30.8% | $6,467-97.1% | $269-29.7% |