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 FINANCIAL SPECIALISTS, LLC Service code 49 · EIN 36-3120284 | Other Services | $11,531 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,360 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $36,904 | $45,035-18.1% | $62,995-41.4% | $70,131-47.4% |
| Participation rate | 81.5% | 69.5%+12.0pp | 74.8%+6.7pp | 69.5%+11.9pp |
| Annual return | 16.57% | 18.76%-2.2pp | 87.57%-71.0pp | 73.14%-56.6pp |
| Employer contribution / active EE | $1,738 | $2,051-15.3% | $2,759-37.0% | $2,342-25.8% |
| Participant deferral / active EE | $6,514 | $2,465+164.3% | $3,329+95.7% | $3,332+95.5% |
| Admin fee / account holder | $31 | $2,834-98.9% | $3,600-99.1% | $4,645-99.3% |