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 6-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: CETERA INVESTMENT ADVISORS, LLC Service code 26 · EIN 36-3120284 200 N. PACIFIC COAST HWY · EL SEGUNDO, CA 90245 | Advisory (Participants) | $19,495 |
NATIONWIDE6+ years Service code 26 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Participants) | $13,464 |
CETERA ADVISOR NETWORKS LLC5 years Filed as: CETERA RETIREMENT PLAN SPECIALISTS Service code 17 · EIN 94-3324288 PO BOX 303 · SAINT CLOUD, MN 56302 | Pension Consulting | $5,525 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,812 | $50,815-82.7% | $155,509-94.3% | $77,643-88.7% |
| Participation rate | 54.6% | 63.1%-8.5pp | 78.2%-23.6pp | 70.6%-16.0pp |
| Annual return | 13.23% | 34.80%-21.6pp | 64.67%-51.4pp | 31.24%-18.0pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,145 | $2,822-59.4% | $5,626-79.6% | $4,647-75.4% |
| Admin fee / account holder | $62 | $437-85.8% | $15,912-99.6% | $430-85.6% |