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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 42-0127290 | Contract Administrator | $45,183 |
Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $27,125 |
CETERA ADVISOR NETWORKS LLC4 years Filed as: CETERA ADVISORS LLC Service code 27 · EIN 84-0858799 | Advisory (Plan) | $23,656 |
Service code 10 · EIN 92-1789763 | Accounting | $12,000 |
Service code 13 · EIN 45-4208939 | Contract Administrator | $11,075 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $90,612 | $79,013+14.7% | $100,391-9.7% | $74,495+21.6% |
| Participation rate | 73.7% | 79.5%-5.8pp | 81.5%-7.8pp | 67.2%+6.5pp |
| Annual return | 18.39% | 20.41%-2.0pp | 49.20%-30.8pp | 1364.94%-1346.6pp |
| Employer contribution / active EE | $1,793 | $3,021-40.6% | $3,942-54.5% | $2,623-31.6% |
| Participant deferral / active EE | $13,507 | $7,760+74.1% | $8,082+67.1% | $4,346+210.8% |
| Admin fee / account holder | $357 | $1,320-72.9% | $7,899-95.5% | $1,942-81.6% |