Filed March 15, 2019
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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $113,278 |
Service code 99 · EIN 47-1411118 | Other Fees | $47,905 |
Filed as: ALERA INVESTMENT ADVISORS Service code 99 · EIN 81-4473358 | Other Fees | $11,286 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,787 | $45,031-18.3% | $84,966-56.7% | $77,643-52.6% |
| Participation rate | 76.7% | 48.7%+28.0pp | 67.5%+9.2pp | 70.6%+6.1pp |
| Annual return | 28.23% | 79.22%-51.0pp | 66.38%-38.1pp | 31.24%-3.0pp |
| Employer contribution / active EE | $870 | $1,609-46.0% | $2,727-68.1% | $2,726-68.1% |
| Participant deferral / active EE | $3,279 | $2,807+16.8% | $4,519-27.5% | $4,647-29.4% |
| Admin fee / account holder | $123 | $912-86.5% | $6,149-98.0% | $430-71.4% |