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 3-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 INVESTMENT ADVISORS Service code 27 2301 ROSECRANS AVE, #5100 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $32,059 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,775 |
ASCENSUS LLC2+ years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 · EIN 82-3719843 415 8TH AVENUE NE · BRAINERD, MN 56401 | Contract Administrator | $4,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,761 | $79,171-48.5% | $102,423-60.2% | $74,495-45.3% |
| Participation rate | 67.5% | 74.8%-7.3pp | 76.5%-9.0pp | 67.2%+0.3pp |
| Annual return | 23.46% | 54.93%-31.5pp | 29.32%-5.9pp | 1364.94%-1341.5pp |
| Employer contribution / active EE | $2,091 | $2,362-11.5% | $3,023-30.8% | $2,623-20.3% |
| Participant deferral / active EE | $5,669 | $4,415+28.4% | $5,053+12.2% | $4,346+30.5% |
| Admin fee / account holder | $256 | $2,001-87.2% | $9,451-97.3% | $1,942-86.8% |