Filed November 4, 2024 (most recent of 2 filings on file)
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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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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $109,891 |
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $13,933 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 99 · EIN 36-3258176 | Other Fees | $10,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,813 | $62,624-34.8% | $177,989-77.1% | $77,643-47.4% |
| Participation rate | 93.3% | 66.8%+26.5pp | 77.1%+16.2pp | 70.6%+22.7pp |
| Annual return | 23.00% | 16.16%+6.8pp | 294.48%-271.5pp | 31.24%-8.2pp |
| Employer contribution / active EE | $2,997 | $1,909+57.0% | $3,949-24.1% | $2,726+9.9% |
| Participant deferral / active EE | $8,143 | $4,219+93.0% | $6,276+29.7% | $4,647+75.2% |
| Admin fee / account holder | $125 | $386-67.6% | $10,363-98.8% | $430-70.9% |