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 8-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $13,920 |
CETERA ADVISOR NETWORKS LLC6 years Service code 27 · EIN 95-3845382 | Advisory (Plan) | $6,467 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,840 | $54,701-8.9% | $86,188-42.2% | $71,457-30.3% |
| Participation rate | 70.8% | 60.1%+10.7pp | 69.0%+1.8pp | 67.9%+2.8pp |
| Annual return | 20.60% | 20.06%+0.5pp | 1168.45%-1147.8pp | 28.85%-8.2pp |
| Employer contribution / active EE | $1,281 | $1,265+1.3% | $2,380-46.2% | $2,588-50.5% |
| Participant deferral / active EE | $5,335 | $3,108+71.7% | $3,985+33.9% | $4,289+24.4% |
| Admin fee / account holder | $155 | $1,922-91.9% | $6,852-97.7% | $1,587-90.2% |