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 26 · EIN 71-0294708 | Advisory (Participants) | $4,094 |
Filed as: CETERA ADVISOR NETWORKS Service code 99 · EIN 95-3845382 | Other Fees | $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 | $39,603 | $56,972-30.5% | $182,532-78.3% | $65,185-39.2% |
| Participation rate | 93.7% | 66.5%+27.1pp | 78.0%+15.7pp | 70.2%+23.5pp |
| Annual return | 28.37% | 27.67%+0.7pp | 148.54%-120.2pp | 29.38%-1.0pp |
| Employer contribution / active EE | $2,306 | $1,615+42.9% | $4,076-43.4% | $2,177+6.0% |
| Participant deferral / active EE | $3,768 | $3,526+6.8% | $5,524-31.8% | $3,514+7.2% |
| Admin fee / account holder | $19 | $528-96.4% | $8,592-99.8% | $847-97.7% |