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 ADVISORS, LLC Service code 27 200 N PACIFIC COAST HWY · EL SEGUNDO, CA 90245 | Advisory (Plan) | $49,868 |
Filed as: TRANSAMERICA FIN LIFE INSURANCE CO Service code 15 · EIN 36-6071399 | Recordkeeping | $18,920 |
Service code 15 · EIN 59-2438373 | Recordkeeping | $12,183 |
3(16) FIDUCIARY SERVICES CORP4+ years Filed as: 3(16) FIDUCIARY SERVICES CORPORATIO Service code 14 · EIN 45-4813650 | Plan Administrator | $9,357 |
Service code 26 14502 NORTH DALE MABRY HWY · TAMPA, FL 33618 | Advisory (Participants) | $5,370 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,110 | $43,999-47.5% | $79,464-70.9% | $55,725-58.5% |
| Participation rate | 45.3% | 66.9%-21.6pp | 73.3%-28.0pp | 70.9%-25.5pp |
| Annual return | -28.82% | 1.81%-30.6pp | 718.14%-747.0pp | 244.93%-273.7pp |
| Employer contribution / active EE | $990 | $1,830-45.9% | $2,800-64.6% | $2,078-52.3% |
| Participant deferral / active EE | $1,557 | $2,538-38.7% | $3,704-58.0% | $3,356-53.6% |
| Admin fee / account holder | $91 | $118-22.6% | $5,113-98.2% | $115-21.0% |