Filed August 1, 2023
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, LLC Service code 99 · EIN 95-3845382 200 N SEPULVEDA BLVD STE 1300 · EL SEGUNDO, CA 90245 | Other Fees | $19,541 |
MORNINGSTAR4+ years Service code 26 · EIN 36-3297908 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $7,457 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $30,934 | $79,523-61.1% | $140,016-77.9% | $56,287-45.0% |
| Participation rate | 87.9% | 85.7%+2.2pp | 87.5%+0.4pp | 69.9%+18.1pp |
| Annual return | -7.85% | 2.39%-10.2pp | 651.12%-659.0pp | -9.96%+2.1pp |
| Employer contribution / active EE | $1,560 | $3,350-53.4% | $5,606-72.2% | $2,111-26.1% |
| Participant deferral / active EE | $2,595 | $5,129-49.4% | $6,927-62.5% | $3,350-22.5% |
| Admin fee / account holder | $130 | $614-78.9% | $10,705-98.8% | $521-75.1% |