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.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $147,500 |
CETERA ADVISOR NETWORKS LLC3 years Filed as: CETERA INVESTMENT ADVISORS Service code 27 2301 ROSECRANS AVE · EL SEGUNDO, CA 90245 | Advisory (Plan) | $79,592 |
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 | $69,080 | $145,877-52.6% | $150,045-54.0% | $102,872-32.8% |
| Participation rate | 93.2% | 79.8%+13.3pp | 82.3%+10.8pp | 73.0%+20.1pp |
| Annual return | 22.89% | 21.37%+1.5pp | 62.55%-39.7pp | 19.06%+3.8pp |
| Employer contribution / active EE | $6,327 | $4,710+34.3% | $4,693+34.8% | $3,526+79.4% |
| Participant deferral / active EE | $9,159 | $9,491-3.5% | $7,997+14.5% | $5,535+65.5% |
| Admin fee / account holder | $134 | $176-23.6% | $13,435-99.0% | $292-54.0% |