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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 LLC5+ years Filed as: CETERA ADVISOR NETWORKS, LLC Service code 27 | Advisory (Plan) | $0 |
PANAGIOTU PENSION ADVISORS, INC.4 years Filed as: PANAGIOTU PENSION ADVISORS Service code 15 · EIN 91-1463664 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,950 | $59,328+83.6% | $118,925-8.4% | $73,488+48.3% |
| Participation rate | 20.9% | 62.3%-41.4pp | 75.4%-54.5pp | 70.7%-49.7pp |
| Annual return | 15.59% | 19.13%-3.5pp | 35.88%-20.3pp | 28.51%-12.9pp |
| Employer contribution / active EE | $0 | $1,803-100.0% | $3,263-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $602 | $2,604-76.9% | $4,265-85.9% | $3,740-83.9% |
| Admin fee / account holder | $28 | $600-95.3% | $6,581-99.6% | $513-94.5% |