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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $59,642 |
CETERA ADVISOR NETWORKS LLC2 years Service code 49 · EIN 95-3845382 | Other Services | $23,004 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,504 | $80,968+78.5% | $96,544+49.7% | $75,163+92.3% |
| Participation rate | 97.7% | 71.8%+26.0pp | 76.0%+21.8pp | 67.2%+30.5pp |
| Annual return | 13.86% | 27.06%-13.2pp | 25.84%-12.0pp | 160.62%-146.8pp |
| Employer contribution / active EE | $5,014 | $2,282+119.8% | $2,965+69.1% | $2,670+87.8% |
| Participant deferral / active EE | $6,866 | $3,928+74.8% | $4,851+41.5% | $4,125+66.4% |
| Admin fee / account holder | $547 | $6,724-91.9% | $8,252-93.4% | $5,651-90.3% |