Filed March 15, 2023 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $18,396 |
CETERA ADVISOR NETWORKS LLC4+ years Filed as: CETERA INVESTMENT SERVICES LLC Service code 27 · EIN 41-1483314 | Advisory (Plan) | $13,126 |
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 | $67,207 | $79,523-15.5% | $140,016-52.0% | $56,287+19.4% |
| Participation rate | 97.9% | 85.7%+12.2pp | 87.5%+10.4pp | 69.9%+28.1pp |
| Annual return | -5.84% | 2.39%-8.2pp | 651.12%-657.0pp | -9.96%+4.1pp |
| Employer contribution / active EE | $2,136 | $3,350-36.3% | $5,606-61.9% | $2,111+1.2% |
| Participant deferral / active EE | $5,602 | $5,129+9.2% | $6,927-19.1% | $3,350+67.2% |
| Admin fee / account holder | $151 | $614-75.4% | $10,705-98.6% | $521-71.0% |