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 4-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 |
|---|---|---|
CETERA ADVISOR NETWORKS LLC3 years Service code 27 2301 ROSECRANS AVE #5100 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $5,985 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,905 |
Filed as: CETERA INVESTMENT ADVISORS Service code 27 2301 ROSECRANS AVE #5100 · EL SEGUNDO, CA 902455670 | Advisory (Plan) | $1,504 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $635 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 99 1801 CALIFORNIA ST 23RD FLOOR · DENVER, CO 80202 | Other Fees | $581 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $10,147 | $73,360-86.2% | $177,989-94.3% | $74,495-86.4% |
| Participation rate | 74.5% | 66.6%+7.9pp | 77.1%-2.5pp | 67.2%+7.3pp |
| Annual return | 11.81% | 17.49%-5.7pp | 294.48%-282.7pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $831 | $2,216-62.5% | $3,949-79.0% | $2,623-68.3% |
| Participant deferral / active EE | $2,147 | $4,513-52.4% | $6,276-65.8% | $4,346-50.6% |
| Admin fee / account holder | $65 | $1,808-96.4% | $10,363-99.4% | $1,942-96.7% |