See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA ADVISOR NETWORKS Service code 27 · EIN 95-3845382 2301 ROSECRANS AVE #5100 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $25,537 |
Filed as: ADVISED ASSET GROUP Service code 28 · EIN 41-0418150 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,299 |
PRACTICAL AUDIT SOLUTIONS3 years Service code 99 · EIN 84-4115369 PO BOX 3036 · LAWTON, OK 73502 | Other Fees | $9,200 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,764 |
PASI, LLC3 years Service code 13 · EIN 26-1407927 10 TALCOTT NOTCH ROAD · FARMINGTON, CT 06032 | Contract Administrator | $7,408 |
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 | $43,125 | $64,119-32.7% | $112,228-61.6% | $66,914-35.6% |
| Participation rate | 70.1% | 68.5%+1.6pp | 75.1%-5.0pp | 69.8%+0.2pp |
| Annual return | -11.55% | -13.81%+2.3pp | 27.45%-39.0pp | 1.58%-13.1pp |
| Employer contribution / active EE | $1,062 | $3,005-64.6% | $3,635-70.8% | $2,544-58.2% |
| Participant deferral / active EE | $3,119 | $3,693-15.5% | $4,728-34.0% | $4,237-26.4% |
| Admin fee / account holder | $390 | $625-37.6% | $6,410-93.9% | $593-34.2% |