Filed April 3, 2019 (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 |
|---|---|---|
Filed as: CETERA ADVISOR NETWORKS Service code 27 2301 ROSECRANS AVE · EL SEGUNDO, CA 90245 | Advisory (Plan) | $38,928 |
THIRTYNORTH INVESTMENTS, LLC9+ years Service code 27 1100 PYDRAS ST · NEW ORLEANS, LA 70163 | Advisory (Plan) | $23,319 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,672 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,194 | $130,194-24.6% | $169,993-42.2% | $71,457+37.4% |
| Participation rate | 99.3% | 86.1%+13.2pp | 87.0%+12.3pp | 67.9%+31.4pp |
| Annual return | 16.90% | 20.37%-3.5pp | 53.37%-36.5pp | 28.85%-11.9pp |
| Employer contribution / active EE | $4,156 | $4,381-5.1% | $6,785-38.7% | $2,588+60.6% |
| Participant deferral / active EE | $4,929 | $6,923-28.8% | $10,408-52.6% | $4,289+14.9% |
| Admin fee / account holder | $425 | $966-56.0% | $12,815-96.7% | $1,587-73.3% |