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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.
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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 LLC5 years Filed as: CETERA ADVISORS LLC Service code 99 · EIN 81-0858799 2301 ROSECRANS AVE #5100 · EL SEGUNDO, CA 90245 | Other Fees | $28,549 |
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP INC Service code 37 · EIN 23-1945930 200 DRYDEN RD. · DRESHER, PA 19025 | Loan Processing | $13,070 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,404 | $87,870-7.4% | $113,168-28.1% | $74,304+9.6% |
| Participation rate | 99.2% | 70.7%+28.4pp | 76.6%+22.6pp | 60.3%+38.8pp |
| Annual return | 13.96% | 26.44%-12.5pp | 24.27%-10.3pp | 29.43%-15.5pp |
| Employer contribution / active EE | $3,097 | $2,277+36.0% | $2,975+4.1% | $2,241+38.2% |
| Participant deferral / active EE | $4,221 | $4,241-0.5% | $5,107-17.3% | $3,767+12.0% |
| Admin fee / account holder | $359 | $3,368-89.3% | $12,068-97.0% | $2,969-87.9% |