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 |
|---|---|---|
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 5700 OAKLAND AVE. · ST LOUIS, MO 63110 | Advisory (Plan) | $46,160 |
THE VANGUARD GROUP, INC.2 years Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $27,990 |
ASCENSUS LLC5 years Filed as: FUTUREPLAN Service code 49 23693 NETWORK PLACE · CHICAGO, IL 60673 | Other Services | $17,935 |
GOLDLEAF PARTNERS2 years Service code 99 PO BOX 55757 · BOSTON, MA 02205 | Other Fees | $6,135 |
ASCENSUS LLC2 years Service code 99 | Other Fees | $616 |
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 | $151,524 | $106,028+42.9% | $146,958+3.1% | $77,643+95.2% |
| Participation rate | 78.8% | 78.4%+0.5pp | 82.2%-3.3pp | 70.6%+8.3pp |
| Annual return | 15.58% | 56.73%-41.2pp | 418.34%-402.8pp | 31.24%-15.7pp |
| Employer contribution / active EE | $13,785 | $4,063+239.3% | $4,933+179.5% | $2,726+405.7% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $8,070-100.0% | $4,647-100.0% |
| Admin fee / account holder | $326 | $337-3.3% | $12,998-97.5% | $430-24.2% |