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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $45,158 |
CETERA ADVISOR NETWORKS LLC7 years Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $30,080 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,402 | $132,049+1.8% | $200,582-33.0% | $74,304+80.9% |
| Participation rate | 99.0% | 84.1%+14.9pp | 86.9%+12.1pp | 60.3%+38.7pp |
| Annual return | 15.88% | 22.22%-6.3pp | 42.33%-26.4pp | 29.43%-13.5pp |
| Employer contribution / active EE | $4,118 | $4,558-9.7% | $6,419-35.9% | $2,241+83.7% |
| Participant deferral / active EE | $8,909 | $7,213+23.5% | $9,331-4.5% | $3,767+136.5% |
| Admin fee / account holder | $290 | $2,405-87.9% | $16,305-98.2% | $2,969-90.2% |