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 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 |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $87,504 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA INVESTMENT ADVISORS Service code 27 2301 ROSECRANS AVE · EL SEGUNDO, CA 90245 | Advisory (Plan) | $48,952 |
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 | $32,686 | $55,416-41.0% | $75,972-57.0% | $77,643-57.9% |
| Participation rate | 79.3% | 63.6%+15.7pp | 69.1%+10.3pp | 70.6%+8.7pp |
| Annual return | 13.70% | 17.07%-3.4pp | 359.55%-345.8pp | 31.24%-17.5pp |
| Employer contribution / active EE | $980 | $1,788-45.2% | $2,685-63.5% | $2,726-64.1% |
| Participant deferral / active EE | $4,445 | $3,447+28.9% | $4,255+4.5% | $4,647-4.4% |
| Admin fee / account holder | $127 | $414-69.4% | $6,467-98.0% | $430-70.6% |