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 8-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 LLC4 years Filed as: CETERA ADVISOR NETWORKS, LLC Service code 55 2301 ROSECRANS AVE. · EL SEGUNDO, CA 90245 | Other Commissions | $6,838 |
Service code 13 300 TRI-STATE INTERNATIONAL DR. · LINCOLNSHIRE, IL 60069 | Contract Administrator | $1,250 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $560 |
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 | $118,561 | $65,061+82.2% | $143,757-17.5% | $66,914+77.2% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -15.19% | -11.14%-4.1pp | -0.04%-15.1pp | 1.58%-16.8pp |
| Employer contribution / active EE | $8,845 | $2,361+274.7% | $4,951+78.6% | $2,544+247.6% |
| Participant deferral / active EE | $6,169 | $2,919+111.4% | $5,637+9.4% | $4,237+45.6% |
| Admin fee / account holder | $179 | $502-64.3% | $14,673-98.8% | $593-69.8% |