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 |
|---|---|---|
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA ADVISOR NETWORKS Service code 27 2301 ROSECRANS AVE · EL SEGUNDO, CA 90245 | Advisory (Plan) | $66,307 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,696 |
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 | $116,699 | $122,239-4.5% | $184,203-36.6% | $74,495+56.7% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 14.99% | 19.95%-5.0pp | 28.81%-13.8pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $4,365 | $4,537-3.8% | $6,427-32.1% | $2,623+66.4% |
| Participant deferral / active EE | $5,465 | $7,139-23.4% | $9,131-40.1% | $4,346+25.8% |
| Admin fee / account holder | $442 | $1,260-64.9% | $13,901-96.8% | $1,942-77.2% |