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 10-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 |
|---|---|---|
ASCENSUS LLC4 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $22,038 |
CETERA ADVISOR NETWORKS LLC3 years Filed as: CETERA ADVISOR NETWORKS Service code 17 · EIN 95-3845382 200 N. PACIFIC COAST HWY. · EL SEGUNDO, CA 90245 | Pension Consulting | $19,128 |
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 | $14,939 | $65,061-77.0% | $143,757-89.6% | $66,914-77.7% |
| Participation rate | 82.2% | 65.2%+17.1pp | 80.3%+1.9pp | 69.8%+12.4pp |
| Annual return | -15.83% | -11.14%-4.7pp | -0.04%-15.8pp | 1.58%-17.4pp |
| Employer contribution / active EE | $1,335 | $2,361-43.5% | $4,951-73.0% | $2,544-47.5% |
| Participant deferral / active EE | $1,740 | $2,919-40.4% | $5,637-69.1% | $4,237-58.9% |
| Admin fee / account holder | $250 | $502-50.2% | $14,673-98.3% | $593-57.9% |