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 10-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 |
|---|---|---|
CETERA ADVISOR NETWORKS LLC1+ years Service code 49 · EIN 95-3845382 | Other Services | $51,265 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 503920001 | Contract Administrator | $23,189 |
PENSION ASSURANCE LLP1+ years Filed as: PENSION PLANNING CONSULTANTS, INC. Service code 49 · EIN 85-0402842 6201 UPTOWN BLVD. NE · ALBUQUERQUE, NM 87110 | Other Services | $12,529 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ASSCOIATED INCORPORATED Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 | Advisory (Plan) | $0 |
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 | $32,404 | $37,117-12.7% | $147,614-78.0% | $55,191-41.3% |
| Participation rate | 97.6% | 63.6%+34.0pp | 84.6%+13.0pp | 69.2%+28.5pp |
| Annual return | -0.77% | 3.44%-4.2pp | 61.98%-62.7pp | 10.78%-11.5pp |
| Employer contribution / active EE | $2,686 | $1,620+65.8% | $5,564-51.7% | $1,899+41.5% |
| Participant deferral / active EE | $2,709 | $1,985+36.4% | $4,895-44.7% | $3,046-11.1% |
| Admin fee / account holder | $49 | $86-43.1% | $11,611-99.6% | $91-46.3% |