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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $45,233 |
CETERA ADVISOR NETWORKS LLC6 years Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $26,256 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,585 | $122,239-3.0% | $184,203-35.6% | $74,495+59.2% |
| Participation rate | 98.0% | 85.5%+12.5pp | 86.8%+11.2pp | 67.2%+30.8pp |
| Annual return | 14.77% | 19.95%-5.2pp | 28.81%-14.0pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $3,941 | $4,537-13.1% | $6,427-38.7% | $2,623+50.3% |
| Participant deferral / active EE | $8,696 | $7,139+21.8% | $9,131-4.8% | $4,346+100.1% |
| Admin fee / account holder | $286 | $1,260-77.3% | $13,901-97.9% | $1,942-85.3% |