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 | $148,978-33.3% | $200,582-50.5% | $84,808+17.1% |
| Participation rate | 96.2% | 84.2%+11.9pp | 86.9%+9.3pp | 68.3%+27.8pp |
| Annual return | 17.20% | 28.16%-11.0pp | 42.33%-25.1pp | 40.90%-23.7pp |
| Employer contribution / active EE | $3,679 | $4,815-23.6% | $6,419-42.7% | $2,631+39.8% |
| Participant deferral / active EE | $4,394 | $7,142-38.5% | $9,331-52.9% | $4,212+4.3% |
| Admin fee / account holder | $6,370 | $13,977-54.4% | $16,305-60.9% | $7,344-13.3% |