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 9-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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,345 |
CETERA ADVISOR NETWORKS LLC2+ years Filed as: CETERA FINANCIAL SPECIALISTS LLC Service code 55 200 N MARTINGALE RD 7TH FLR · SCHAUMBERG, IL 60173 | Other Commissions | $223 |
Service code 55 7 HANOVER SQUARE H4D · NEW YORK, NY 10004 | Other Commissions | $109 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $976 | $46,732-97.9% | $156,549-99.4% | $55,167-98.2% |
| Participation rate | 24.8% | 65.8%-41.0pp | 84.0%-59.2pp | 69.0%-44.2pp |
| Annual return | 5.95% | 17.72%-11.8pp | 32.23%-26.3pp | 169.23%-163.3pp |
| Employer contribution / active EE | $5 | $2,105-99.8% | $5,501-99.9% | $1,963-99.7% |
| Participant deferral / active EE | $185 | $2,204-91.6% | $4,871-96.2% | $3,054-93.9% |
| Admin fee / account holder | $18 | $418-95.8% | $13,027-99.9% | $504-96.5% |