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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 |
|---|---|---|
CETERA ADVISOR NETWORKS LLC3 years Service code 27 · EIN 95-3845382 | Advisory (Plan) | $54,054 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $38,660 |
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $17,949 |
EDBERG & PERRY INC4 years Filed as: EDBERG PERRY, LLC Service code 13 · EIN 83-2658560 | Contract Administrator | $15,492 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $86,363 | $61,272+41.0% | $149,673-42.3% | $71,457+20.9% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 20.61% | 35.85%-15.2pp | 134.42%-113.8pp | 28.85%-8.2pp |
| Employer contribution / active EE | $3,814 | $2,378+60.4% | $4,818-20.8% | $2,588+47.4% |
| Participant deferral / active EE | $6,468 | $2,917+121.7% | $5,680+13.9% | $4,289+50.8% |
| Admin fee / account holder | $469 | $1,261-62.8% | $13,210-96.4% | $1,587-70.5% |