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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 |
|---|---|---|
CETERA ADVISOR NETWORKS LLC3+ years Filed as: CETERA RETIREMENT PLAN SPECIALISTS Service code 15 · EIN 94-3324288 2125 OAK GOVE RD · WALNUT CREEK, CA 94598 | Recordkeeping | $27,352 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 8488 SHEPHERD FARM DRIVE · WEST CHESTER, OH 45069 | Recordkeeping | $20,781 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $26,302 | $57,354-54.1% | $83,848-68.6% | $64,186-59.0% |
| Participation rate | 89.2% | 68.6%+20.6pp | 76.1%+13.0pp | 69.6%+19.6pp |
| Annual return | 2.95% | 11.38%-8.4pp | 850.88%-847.9pp | 7.63%-4.7pp |
| Employer contribution / active EE | $3,531 | $2,545+38.7% | $3,631-2.8% | $2,381+48.3% |
| Participant deferral / active EE | $1,993 | $2,993-33.4% | $4,082-51.2% | $3,470-42.5% |
| Admin fee / account holder | $24 | $4,046-99.4% | $5,478-99.6% | $4,888-99.5% |