Filed July 2, 2020 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CETERA INVESTMENT ADVISORS Service code 26 #5100 · EL SEGUNDO, CA 90245 | Advisory (Participants) | $41,608 |
THE VANGUARD GROUP, INC.4 years Filed as: THE VANGUARD GROUP Service code 13 · EIN 23-1945930 455 DEVON PARK DRIVE · WAYNE, PA 19087 | Contract Administrator | $9,948 |
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 | $45,373 | $95,274-52.4% | $135,903-66.6% | $74,419-39.0% |
| Participation rate | 75.9% | 78.2%-2.2pp | 81.9%-6.0pp | 70.7%+5.2pp |
| Annual return | 32.73% | 32.77%0pp | 68.23%-35.5pp | 34.38%-1.6pp |
| Employer contribution / active EE | $3,644 | $3,874-6.0% | $4,856-25.0% | $2,637+38.2% |
| Participant deferral / active EE | $7,811 | $7,782+0.4% | $7,758+0.7% | $4,528+72.5% |
| Admin fee / account holder | $139 | $266-47.7% | $10,762-98.7% | $348-60.0% |