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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 LLC2 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $84,566 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $50,294 |
EDBERG & PERRY INC5 years Filed as: EDBERG PERRY, LLC Service code 13 · EIN 83-2658560 | Contract Administrator | $8,702 |
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 | $86,517 | $55,415+56.1% | $155,509-44.4% | $74,495+16.1% |
| Participation rate | 97.3% | 61.9%+35.4pp | 78.2%+19.1pp | 67.2%+30.1pp |
| Annual return | 15.69% | 268.50%-252.8pp | 64.67%-49.0pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $5,848 | $2,267+158.0% | $4,672+25.2% | $2,623+123.0% |
| Participant deferral / active EE | $6,428 | $2,836+126.7% | $5,626+14.3% | $4,346+47.9% |
| Admin fee / account holder | $525 | $1,738-69.8% | $15,912-96.7% | $1,942-73.0% |