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 | $34,939 |
CETERA ADVISOR NETWORKS LLC4 years Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $22,010 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,356 | $102,553-16.8% | $151,611-43.7% | $66,914+27.6% |
| Participation rate | 98.5% | 85.5%+13.0pp | 87.5%+11.0pp | 69.8%+28.7pp |
| Annual return | -15.00% | -10.82%-4.2pp | 3.33%-18.3pp | 1.58%-16.6pp |
| Employer contribution / active EE | $3,357 | $4,180-19.7% | $6,166-45.6% | $2,544+32.0% |
| Participant deferral / active EE | $7,518 | $6,641+13.2% | $8,363-10.1% | $4,237+77.4% |
| Admin fee / account holder | $228 | $630-63.8% | $11,616-98.0% | $593-61.6% |