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 |
|---|---|---|
Filed as: ALERA INVESTMENT ADVISORS Service code 26 · EIN 81-4473358 | Advisory (Participants) | $27,038 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,449 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,863 | $60,323-63.8% | $81,812-73.3% | $74,495-70.7% |
| Participation rate | 60.5% | 62.9%-2.4pp | 72.3%-11.9pp | 67.2%-6.7pp |
| Annual return | 31.28% | 16.90%+14.4pp | 773.79%-742.5pp | 1364.94%-1333.7pp |
| Employer contribution / active EE | $8,211 | $2,620+213.3% | $2,912+181.9% | $2,623+213.0% |
| Participant deferral / active EE | $5,339 | $3,387+57.6% | $4,319+23.6% | $4,346+22.8% |
| Admin fee / account holder | $167 | $1,486-88.7% | $7,386-97.7% | $1,942-91.4% |