Filed October 24, 2024
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC3+ years Filed as: CETERA ADVISORS LLC Service code 49 · EIN 84-0858799 | Other Services | $46,062 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $33,034 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $93,314 | $51,466+81.3% | $78,778+18.5% | $62,292+49.8% |
| Participation rate | 80.9% | 59.8%+21.1pp | 69.2%+11.7pp | 69.5%+11.4pp |
| Annual return | 19.52% | 19.96%-0.4pp | 35.62%-16.1pp | 28.90%-9.4pp |
| Employer contribution / active EE | $849 | $827+2.6% | $1,986-57.2% | $2,042-58.4% |
| Participant deferral / active EE | $4,302 | $2,147+100.3% | $2,958+45.4% | $3,169+35.7% |
| Admin fee / account holder | $142 | $489-71.0% | $5,134-97.2% | $479-70.4% |