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 6-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 ADVISOR NETWORKS, LLC Service code 16 · EIN 95-3845382 | Consulting | $69,412 |
TPC QUALIFIED PLANS LLC4 years Service code 15 · EIN 26-2312094 | Recordkeeping | $22,003 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,008 | $55,331-31.3% | $81,812-53.5% | $199,593-81.0% |
| Participation rate | 44.6% | 62.5%-17.9pp | 72.3%-27.8pp | 72.0%-27.4pp |
| Annual return | 13.81% | 19.59%-5.8pp | 773.79%-760.0pp | 34.25%-20.4pp |
| Employer contribution / active EE | $1,339 | $2,101-36.3% | $2,912-54.0% | $3,034-55.9% |
| Participant deferral / active EE | $2,134 | $3,283-35.0% | $4,319-50.6% | $5,087-58.1% |
| Admin fee / account holder | $122 | $346-64.8% | $7,386-98.4% | $269-54.8% |