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 | $86,445 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA ADVISORSLLC Service code 27 | Advisory (Plan) | $40,572 |
Filed as: ABAR RETIREMENT PLAN SERVICES LLC Service code 49 · EIN 46-1281375 | Other Services | $5,536 |
Filed as: CITERA ADVISORS Service code 27 · EIN 84-0858799 | Advisory (Plan) | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MAGAMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,413 | $34,677-44.0% | $77,024-74.8% | $64,808-70.0% |
| Participation rate | 98.7% | 49.8%+48.9pp | 67.9%+30.8pp | 71.5%+27.2pp |
| Annual return | -15.29% | -5.33%-10.0pp | 42.32%-57.6pp | 32.82%-48.1pp |
| Employer contribution / active EE | $2,160 | $1,370+57.7% | $2,812-23.2% | $2,506-13.8% |
| Participant deferral / active EE | $6,400 | $2,556+150.4% | $4,426+44.6% | $4,310+48.5% |
| Admin fee / account holder | $139 | $179-21.9% | $5,425-97.4% | $188-25.8% |