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 |
|---|---|---|
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 200 N PACIFIC COAST HWY · EL SEGUNDO, CA 90245 | Advisory (Plan) | $12,873 |
CETERA ADVISOR NETWORKS LLC4 years Service code 99 2301 ROSCRANS AVE 35100 · EL SEGUNDO, CA 902455670 | Other Fees | $3,887 |
JPMORGAN INVEST HOLDINGS LLC6 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $350 |
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 | $80,417 | $62,127+29.4% | $81,382-1.2% | $74,495+8.0% |
| Participation rate | 93.7% | 64.0%+29.6pp | 69.5%+24.2pp | 67.2%+26.5pp |
| Annual return | 14.66% | 16.48%-1.8pp | 24.73%-10.1pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $2,406 | $1,882+27.8% | $2,463-2.3% | $2,623-8.3% |
| Participant deferral / active EE | $3,352 | $3,229+3.8% | $3,883-13.7% | $4,346-22.9% |
| Admin fee / account holder | $117 | $1,934-93.9% | $5,768-98.0% | $1,942-94.0% |