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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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,530 |
CETERA ADVISOR NETWORKS LLC2+ years Filed as: CETERA ADVISOR NETWORKS Service code 27 200 N. PACIFIC COAST HWY. · EL SEGUNDO, CA 90245 | Advisory (Plan) | $12,410 |
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 | $62,511 | $66,124-5.5% | $90,404-30.9% | $73,488-14.9% |
| Participation rate | 43.2% | 69.7%-26.4pp | 72.7%-29.5pp | 70.7%-27.4pp |
| Annual return | 12.48% | 17.65%-5.2pp | 1293.02%-1280.5pp | 28.51%-16.0pp |
| Employer contribution / active EE | $535 | $2,346-77.2% | $3,262-83.6% | $2,270-76.4% |
| Participant deferral / active EE | $1,630 | $3,039-46.4% | $3,963-58.9% | $3,740-56.4% |
| Admin fee / account holder | $230 | $396-41.8% | $5,611-95.9% | $513-55.1% |