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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.
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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 LLC4+ years Service code 55 · EIN 95-3845382 | Other Commissions | $22,084 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $600 |
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.
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 | $34,697 | $62,267-44.3% | $110,238-68.5% | $55,725-37.7% |
| Participation rate | 55.2% | 78.1%-22.9pp | 79.8%-24.6pp | 70.9%-15.6pp |
| Annual return | -6.76% | -1.07%-5.7pp | 314.74%-321.5pp | 244.93%-251.7pp |
| Employer contribution / active EE | $1,576 | $1,941-18.8% | $3,826-58.8% | $2,078-24.1% |
| Participant deferral / active EE | $2,213 | $3,516-37.0% | $4,672-52.6% | $3,356-34.0% |
| Admin fee / account holder | $2 | $121-98.1% | $8,547-100.0% | $115-98.0% |