See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $31,668 |
CETERA ADVISOR NETWORKS LLC6+ years Filed as: CETERA ADVISORS LLC Service code 27 200 N. PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $26,827 |
HICKS PENSION SERVICES6+ years Filed as: QUALIFIED SERVICES, INC. DBA HICKS Service code 13 · EIN 77-0155091 PENSION SERVICES · SAN LUIS OBISPO, CA 93405 | Contract Administrator | $1,600 |
QUALIFIED PLANS, LLC5 years Filed as: QUALIFIED SERVICES INC. Service code 13 | Contract Administrator | $0 |
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 | $106,074 | $60,776+74.5% | $85,682+23.8% | $79,386+33.6% |
| Participation rate | 80.4% | 62.1%+18.3pp | 69.9%+10.5pp | 70.7%+9.7pp |
| Annual return | 23.29% | 16.57%+6.7pp | 21.49%+1.8pp | 116.85%-93.6pp |
| Employer contribution / active EE | $2,367 | $1,663+42.3% | $2,618-9.6% | $2,427-2.5% |
| Participant deferral / active EE | $7,984 | $2,919+173.6% | $3,923+103.6% | $4,046+97.4% |
| Admin fee / account holder | $194 | $438-55.7% | $6,873-97.2% | $626-69.0% |