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 7-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: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $51,535 |
CETERA ADVISOR NETWORKS LLC7+ years Filed as: CETERA ADVISORS LLC Service code 27 · EIN 84-0858799 | Advisory (Plan) | $48,625 |
Filed as: FIDELTY INVESTMENTS Service code 60 | Sub-TA Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,363 | $106,028+23.0% | $146,958-11.3% | $77,643+67.9% |
| Participation rate | 94.1% | 78.4%+15.7pp | 82.2%+11.9pp | 70.6%+23.5pp |
| Annual return | 17.89% | 56.73%-38.8pp | 418.34%-400.4pp | 31.24%-13.3pp |
| Employer contribution / active EE | $3,804 | $4,063-6.4% | $4,933-22.9% | $2,726+39.5% |
| Participant deferral / active EE | $16,133 | $7,990+101.9% | $8,070+99.9% | $4,647+247.2% |
| Admin fee / account holder | $227 | $337-32.9% | $12,998-98.3% | $430-47.4% |