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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 |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,211 |
CETERA ADVISOR NETWORKS LLC1+ years Filed as: CETERA ADVISOR NETWORKS Service code 27 200 N. PACIFIC COAST HWY · EL SEGUNDO, CA 90245 | Advisory (Plan) | $6,262 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,819 | $54,237+6.6% | $90,281-36.0% | $67,579-14.4% |
| Participation rate | 41.5% | 68.6%-27.1pp | 73.3%-31.8pp | 71.3%-29.8pp |
| Annual return | 0.00% | 37.27%-37.3pp | 78.10%-78.1pp | 378.56%-378.6pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,854-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,065 | $2,625-59.4% | $3,885-72.6% | $3,539-69.9% |
| Admin fee / account holder | $111 | $123-9.8% | $5,351-97.9% | $142-21.7% |