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 13 · EIN 06-1050034 | Contract Administrator | $250,716 |
Filed as: CETERA ADVISOR NETWORKS Service code 27 · EIN 95-3845382 | Advisory (Plan) | $60,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $203,972 | $52,293+290.1% | $178,490+14.3% | $73,409+177.9% |
| Participation rate | 93.8% | 65.3%+28.4pp | 81.9%+11.9pp | 72.2%+21.6pp |
| Annual return | 12.84% | 34.75%-21.9pp | 151.07%-138.2pp | 59.29%-46.5pp |
| Employer contribution / active EE | $7,960 | $1,735+358.7% | $5,011+58.9% | $2,234+256.4% |
| Participant deferral / active EE | $5,039 | $2,332+116.1% | $5,202-3.1% | $3,805+32.4% |
| Admin fee / account holder | $510 | $127+300.5% | $13,984-96.4% | $158+223.1% |