Filed March 11, 2025 (most recent of 2 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 10-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 |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $98,277 |
Filed as: SECURIAN FINANCIAL SERVICES Service code 50 · EIN 41-1486060 | Direct Payment | $40,277 |
Filed as: CETERA INVESTMENT ADVISORS Service code 27 2301 ROSECRANS AVE · EL SEGUNDO, CA 90245 | Advisory (Plan) | $15,125 |
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 | $45,987 | $107,459-57.2% | $135,903-66.2% | $80,160-42.6% |
| Participation rate | 97.9% | 78.0%+19.9pp | 81.9%+16.0pp | 72.9%+25.0pp |
| Annual return | 32.31% | 91.91%-59.6pp | 68.23%-35.9pp | 40.38%-8.1pp |
| Employer contribution / active EE | $6,191 | $3,877+59.7% | $4,856+27.5% | $2,978+107.9% |
| Participant deferral / active EE | $7,791 | $8,195-4.9% | $7,758+0.4% | $5,017+55.3% |
| Admin fee / account holder | $118 | $127-6.9% | $10,762-98.9% | $145-18.4% |