Filed December 14, 2018
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $62,899 |
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $37,707 |
Service code 27 · EIN 63-0879387 | Advisory (Plan) | $24,255 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,261 | $50,982+145.7% | $154,803-19.1% | $85,563+46.4% |
| Participation rate | 76.9% | 59.8%+17.1pp | 78.1%-1.2pp | 66.0%+10.9pp |
| Annual return | 19.29% | 30.35%-11.1pp | 58.88%-39.6pp | 31.51%-12.2pp |
| Employer contribution / active EE | $3,070 | $1,708+79.7% | $4,305-28.7% | $2,654+15.7% |
| Participant deferral / active EE | $5,104 | $2,474+106.3% | $5,540-7.9% | $4,375+16.7% |
| Admin fee / account holder | $440 | $846-48.0% | $14,329-96.9% | $834-47.3% |