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 LLC3 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 | $25,688 |
MORNINGSTAR5+ years Service code 26 · EIN 36-3297908 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $8,008 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,628 | $98,982-59.0% | $162,163-74.9% | $65,185-37.7% |
| Participation rate | 88.8% | 85.8%+3.0pp | 87.6%+1.3pp | 70.2%+18.6pp |
| Annual return | 20.27% | 24.84%-4.6pp | 115.59%-95.3pp | 29.38%-9.1pp |
| Employer contribution / active EE | $1,639 | $3,467-52.7% | $5,614-70.8% | $2,177-24.7% |
| Participant deferral / active EE | $2,688 | $5,384-50.1% | $7,298-63.2% | $3,514-23.5% |
| Admin fee / account holder | $202 | $596-66.1% | $10,843-98.1% | $847-76.1% |