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 LLC2+ years Service code 55 | Other Commissions | $15,415 |
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,873 |
LOREN D. STARK COMPANY2+ years Service code 13 10750 ROCKLEY ROAD · HOUSTON, TX 77099 | Contract Administrator | $4,325 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,308 |
THE HARTFORD1 year Filed as: HARTFORD LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $60 |
CETERA ADVISOR NETWORKS LLC2+ 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.
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 | $12,479 | $43,717-71.5% | $81,478-84.7% | $77,958-84.0% |
| Participation rate | 19.1% | 42.5%-23.4pp | 68.0%-48.9pp | 71.6%-52.6pp |
| Annual return | 42.82% | 23.83%+19.0pp | 38.78%+4.0pp | 20.87%+22.0pp |
| Employer contribution / active EE | $371 | $919-59.6% | $2,568-85.6% | $2,310-83.9% |
| Participant deferral / active EE | $814 | $1,783-54.4% | $3,537-77.0% | $3,537-77.0% |
| Admin fee / account holder | $37 | $108-65.8% | $4,561-99.2% | $97-62.1% |