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 LLC3 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 99 | Other Fees | $67,447 |
VRAKAS S.C.1 year Filed as: VRAKAS S. C. Service code 10 · EIN 39-1453055 112 SOUTH MOORLAND ROAD, SUITE 400 · BROOKFIELD, WI 53005 | Accounting | $12,500 |
LATITUDE SERVICE COMPANY INC3 years Service code 49 | Other Services | $8,069 |
CETERA ADVISOR NETWORKS LLC3 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 INC3 years Filed as: LATITUDE SERVICE COMPANY, INC Service code 49 · EIN 82-1371994 1500 N OAK DR · PLYMOUTH, IN 46563 | Other Services | $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 | $96,840 | $81,625+18.6% | $167,512-42.2% | $74,304+30.3% |
| Participation rate | 94.7% | 60.0%+34.6pp | 77.1%+17.6pp | 60.3%+34.3pp |
| Annual return | 15.81% | 26.09%-10.3pp | 1615.79%-1600.0pp | 29.43%-13.6pp |
| Employer contribution / active EE | $1,774 | $2,010-11.8% | $3,882-54.3% | $2,241-20.9% |
| Participant deferral / active EE | $5,474 | $4,115+33.0% | $6,405-14.5% | $3,767+45.3% |
| Admin fee / account holder | $244 | $3,474-93.0% | $9,769-97.5% | $2,969-91.8% |