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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 LLC2 years Filed as: CETERA ADVISORS LLC Service code 26 · EIN 84-0858799 200 N PACIFIC COAST HWY · EL SEGUNDO, CA 90245 | Advisory (Participants) | $9,716 |
SENTINEL PENSION LLC1 year Service code 10 6811 JEFFERSON HWY · BATON ROUGE, LA 70806 | Accounting | $6,784 |
NATIONWIDE3 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $6,181 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,341 | $65,061-67.2% | $143,757-85.2% | $66,914-68.1% |
| Participation rate | 34.6% | 65.2%-30.6pp | 80.3%-45.7pp | 69.8%-35.2pp |
| Annual return | -20.25% | -11.14%-9.1pp | -0.04%-20.2pp | 1.58%-21.8pp |
| Employer contribution / active EE | $440 | $2,361-81.3% | $4,951-91.1% | $2,544-82.7% |
| Participant deferral / active EE | $1,389 | $2,919-52.4% | $5,637-75.4% | $4,237-67.2% |
| Admin fee / account holder | $234 | $502-53.3% | $14,673-98.4% | $593-60.5% |