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 |
|---|---|---|
Filed as: CETERA INVESTMENT ADVISORS, LLC Service code 13 · EIN 36-3120284 200 N. PACIFIC COAST HWY · EL SEGUNDO, CA 90245 | Contract Administrator | $11,118 |
NATIONWIDE4+ years Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $8,957 |
CETERA ADVISOR NETWORKS LLC3 years Filed as: CETERA RETIREMENT PLAN SPECIALISTS Service code 13 · EIN 94-3324288 PO BOX 303 · ST. CLOUD, MN 56302 | Contract Administrator | $6,925 |
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 | $5,457 | $46,292-88.2% | $143,757-96.2% | $64,808-91.6% |
| Participation rate | 28.7% | 64.2%-35.5pp | 80.3%-51.6pp | 71.5%-42.8pp |
| Annual return | -17.28% | -10.05%-7.2pp | -0.04%-17.2pp | 32.82%-50.1pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $1,312 | $2,646-50.4% | $5,637-76.7% | $4,310-69.6% |
| Admin fee / account holder | $66 | $154-57.0% | $14,673-99.5% | $188-64.8% |