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 |
|---|---|---|
PAI3 years Service code 13 1201 ENTERPRISE DRIVE · DEPERE, WI 54115 | Contract Administrator | $10,379 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA FINANCIAL SPECIALISTS LLC Service code 27 1070 KAPP DR · CLEARWATER, FL 33765 | Advisory (Plan) | $5,893 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $4,118 |
PAI1 year Filed as: PAI TRUST Service code 19 3904 W. TECHNOLOGY CIRCLE · SIOUX FALLS, SD 57106 | Securities Custodian | $1,824 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,388 | $93,571-68.6% | $135,903-78.4% | $75,163-60.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 14.86% | 30.90%-16.0pp | 68.23%-53.4pp | 160.62%-145.8pp |
| Employer contribution / active EE | $4,471 | $3,537+26.4% | $4,856-7.9% | $2,670+67.5% |
| Participant deferral / active EE | $2,442 | $6,404-61.9% | $7,758-68.5% | $4,125-40.8% |
| Admin fee / account holder | $54 | $6,975-99.2% | $10,762-99.5% | $5,651-99.0% |