Filed January 20, 2023
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 |
|---|---|---|
CETERA ADVISOR NETWORKS LLC1+ years Service code 55 | Other Commissions | $7,148 |
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,375 |
RECORDKEEPING & CONSULTING CO1+ years Service code 13 4545 FULLER DR STE 400 · IRVING, TX 75038 | Contract Administrator | $849 |
LOREN D. STARK COMPANY1+ years Service code 13 10750 ROCKLEY ROAD · HOUSTON, TX 77099 | Contract Administrator | $761 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 ESAT ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $329 |
Filed as: MASS MUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $60 |
CETERA ADVISOR NETWORKS LLC1+ years Filed as: CETERA ADVISIOR NETWORKS LLC Service code 55 200 N SEPULVEDA BLVD STE 1200 · EL SEGUNDO, CA 902455670 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,318 | $30,599-53.2% | $74,583-80.8% | $57,658-75.2% |
| Participation rate | 28.3% | 49.1%-20.8pp | 68.1%-39.8pp | 70.2%-41.9pp |
| Annual return | 15.83% | 14.24%+1.6pp | 20.47%-4.6pp | 5.13%+10.7pp |
| Employer contribution / active EE | $883 | $1,000-11.6% | $2,525-65.0% | $1,974-55.2% |
| Participant deferral / active EE | $1,797 | $1,805-0.5% | $3,458-48.0% | $3,061-41.3% |
| Admin fee / account holder | $42 | $98-57.3% | $4,138-99.0% | $95-55.8% |