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 |
|---|---|---|
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 99 | Other Fees | $52,967 |
LATITUDE SERVICE COMPANY INC2 years Service code 49 | Other Services | $6,839 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA INVESTMENT ADVISERS, LLC Service code 99 · EIN 36-3258176 2301 ROSECRANS AVENUE, SUITE 5100 · EL SEGUNDO, CA 90245 | Other Fees | $0 |
LATITUDE SERVICE COMPANY INC2 years 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 64 · EIN 71-0294708 | Recordkeeping Fees | $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 | $67,561 | $73,360-7.9% | $177,989-62.0% | $74,495-9.3% |
| Participation rate | 96.0% | 66.6%+29.4pp | 77.1%+18.9pp | 67.2%+28.8pp |
| Annual return | 18.39% | 17.49%+0.9pp | 294.48%-276.1pp | 1364.94%-1346.6pp |
| Employer contribution / active EE | $1,725 | $2,216-22.2% | $3,949-56.3% | $2,623-34.2% |
| Participant deferral / active EE | $5,508 | $4,513+22.0% | $6,276-12.2% | $4,346+26.7% |
| Admin fee / account holder | $99 | $1,808-94.5% | $10,363-99.0% | $1,942-94.9% |