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 3-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 |
|---|---|---|
LATITUDE SERVICE COMPANY INC2+ years Filed as: LATITUDE SERVICE COMPANY, INC. Service code 13 · EIN 82-1371994 | Contract Administrator | $27,753 |
Service code 64 · EIN 32-0169227 | Recordkeeping Fees | $17,602 |
CETERA ADVISOR NETWORKS LLC2+ years Filed as: CETERA ADVISORS, LLC Service code 28 · EIN 84-0858799 | Investment Management | $10,677 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $4,614 | $26,114-82.3% | $58,482-92.1% | $74,419-93.8% |
| Participation rate | 77.3% | 32.1%+45.2pp | 50.9%+26.4pp | 70.7%+6.5pp |
| Annual return | 17.61% | 32.51%-14.9pp | 4239.32%-4221.7pp | 34.38%-16.8pp |
| Employer contribution / active EE | $862 | $536+61.0% | $1,053-18.1% | $2,637-67.3% |
| Participant deferral / active EE | $711 | $1,075-33.8% | $1,924-63.0% | $4,528-84.3% |
| Admin fee / account holder | $92 | $649-85.9% | $2,516-96.4% | $348-73.7% |