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 |
|---|---|---|
CPI QUALIFIED PLAN CONSULTANTS, INC10+ years Service code 15 · EIN 48-1205033 | Recordkeeping | $24,576 |
CETERA ADVISOR NETWORKS LLC7 years Service code 27 200 N PACIFIC COAST HWY · EL SEGUNDO, CA 90245 | Advisory (Plan) | $22,953 |
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.
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 | $36,443 | $62,624-41.8% | $177,989-79.5% | $77,643-53.1% |
| Participation rate | 27.5% | 66.8%-39.3pp | 77.1%-49.6pp | 70.6%-43.1pp |
| Annual return | 16.88% | 16.16%+0.7pp | 294.48%-277.6pp | 31.24%-14.4pp |
| Employer contribution / active EE | $668 | $1,909-65.0% | $3,949-83.1% | $2,726-75.5% |
| Participant deferral / active EE | $1,235 | $4,219-70.7% | $6,276-80.3% | $4,647-73.4% |
| Admin fee / account holder | $186 | $386-51.8% | $10,363-98.2% | $430-56.8% |