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 |
|---|---|---|
MARY DELANEY CERETTO4+ years Filed as: MARY ANN MCCARTHY Service code 63 819 EAST RAMONA WAY · FRESNO, CA 93704 | 12b-1 Fees | $20,090 |
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.
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 | $33,136 | $58,083-43.0% | $80,019-58.6% | $56,287-41.1% |
| Participation rate | 61.2% | 73.6%-12.4pp | 75.8%-14.6pp | 69.9%-8.6pp |
| Annual return | -3.22% | 34.61%-37.8pp | 11.22%-14.4pp | -9.96%+6.7pp |
| Employer contribution / active EE | $0 | $1,932-100.0% | $2,468-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,388 | $3,135-55.7% | $3,686-62.3% | $3,350-58.6% |
| Admin fee / account holder | $14 | $623-97.8% | $6,521-99.8% | $521-97.4% |