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 99 | Other Fees | $46,285 |
Service code 49 | Other Services | $4,274 |
BENE TRACK INC.2 years Service code 49 STE 100 250 N PATRICK BLVD · BROOKFIELD, WI 53045 | Other Services | $1,368 |
Filed as: CETERA ADVISORS NETWORKS LLC Service code 99 · EIN 95-3845382 2301 ROSECRANS AVENUE, SUITE 5100 · EL SEGUNDO, CA 90245 | Other Fees | $0 |
Filed as: CETERA INVESTMENT ADVISERS, LLC Service code 99 · EIN 36-3258176 2301 ROSECRANS AVENUE, SUITE 5100 · EL SEGUNDO, CA 90245 | Other Fees | $0 |
Filed as: LATITUDE SERVICE COMPANY, INC Service code 49 1500 N OAK DR · PLYMOUTH, IN 46563 | Other Services | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,271 | $65,390-9.4% | $169,368-65.0% | $71,457-17.1% |
| Participation rate | 94.4% | 67.0%+27.4pp | 77.1%+17.2pp | 67.9%+26.4pp |
| Annual return | 18.81% | 21.31%-2.5pp | 405.60%-386.8pp | 28.85%-10.0pp |
| Employer contribution / active EE | $1,705 | $2,079-18.0% | $4,013-57.5% | $2,588-34.1% |
| Participant deferral / active EE | $5,652 | $4,367+29.4% | $6,221-9.1% | $4,289+31.8% |
| Admin fee / account holder | $63 | $1,324-95.3% | $9,003-99.3% | $1,587-96.1% |