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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.
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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 Service code 27 · EIN 95-3845382 | Advisory (Plan) | $36,161 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $26,518 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $71,467 | $79,519-10.1% | $95,952-25.5% | $73,409-2.6% |
| Participation rate | 26.5% | 81.2%-54.7pp | 77.1%-50.6pp | 72.2%-45.7pp |
| Annual return | 17.58% | 19.20%-1.6pp | 91.61%-74.0pp | 59.29%-41.7pp |
| Employer contribution / active EE | $809 | $2,048-60.5% | $2,541-68.1% | $2,234-63.8% |
| Participant deferral / active EE | $2,310 | $4,138-44.2% | $4,167-44.6% | $3,805-39.3% |
| Admin fee / account holder | $236 | $184+28.1% | $6,795-96.5% | $158+49.6% |