Filed December 17, 2021 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC5 years Service code 55 | Other Commissions | $28,704 |
CETERA ADVISOR NETWORKS LLC5 years Filed as: CETERA ADVISOR NETWORKS, LLC Service code 55 200 N SEPULVEDA BLVD STE 1200 · EL SEGUNDO, CA 90245 | Other Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,334 | $146,267-32.1% | $197,124-49.6% | $82,448+20.5% |
| Participation rate | 96.2% | 84.0%+12.1pp | 86.7%+9.4pp | 68.1%+28.1pp |
| Annual return | 17.20% | 29.61%-12.4pp | 44.34%-27.1pp | 41.64%-24.4pp |
| Employer contribution / active EE | $3,679 | $4,723-22.1% | $6,227-40.9% | $2,551+44.2% |
| Participant deferral / active EE | $4,394 | $7,035-37.5% | $9,135-51.9% | $4,139+6.2% |
| Admin fee / account holder | $6,370 | $14,422-55.8% | $16,298-60.9% | $7,234-12.0% |