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 7-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 LLC3 years Filed as: CWM LLC Service code 27 · EIN 27-4011107 | Advisory (Plan) | $53,527 |
Service code 37 · EIN 04-2647786 | Loan Processing | $37,257 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,136 |
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 | $19,624 | $29,548-33.6% | $56,411-65.2% | $77,643-74.7% |
| Participation rate | 74.7% | 32.7%+42.0pp | 52.5%+22.2pp | 70.6%+4.1pp |
| Annual return | 13.21% | 19.01%-5.8pp | 1701.33%-1688.1pp | 31.24%-18.0pp |
| Employer contribution / active EE | $1,441 | $568+154.0% | $1,039+38.8% | $2,726-47.1% |
| Participant deferral / active EE | $2,457 | $1,061+131.6% | $1,952+25.9% | $4,647-47.1% |
| Admin fee / account holder | $122 | $1,046-88.3% | $2,829-95.7% | $430-71.7% |