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 |
|---|---|---|
Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 · EIN 30-0588666 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $8,609 |
BLUM SHAPIRO1 year Filed as: CLIFTONLARSON ALLEN, LLP Service code 99 · EIN 41-0746749 | Other Fees | $6,133 |
Filed as: CREATIVE BENEFIT STRATEGIES, INC. Service code 13 · EIN 34-1815631 10155 BROADVIEW RD. · BROADVIEW HEIGHTS, OH 44147 | Contract Administrator | $3,600 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $3,105 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,141 | $78,485-48.9% | $106,213-62.2% | $74,495-46.1% |
| Participation rate | 48.8% | 72.8%-24.0pp | 75.3%-26.4pp | 67.2%-18.4pp |
| Annual return | 17.75% | 15.95%+1.8pp | 116.14%-98.4pp | 1364.94%-1347.2pp |
| Employer contribution / active EE | $1,088 | $2,523-56.9% | $3,171-65.7% | $2,623-58.5% |
| Participant deferral / active EE | $2,784 | $4,322-35.6% | $5,016-44.5% | $4,346-35.9% |
| Admin fee / account holder | $124 | $2,232-94.5% | $11,033-98.9% | $1,942-93.6% |