Filed January 8, 2006 (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 |
|---|---|---|
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA ADVISORS LLC Service code 22 200 N. SEPULVEDA BLVE · ELSEGUNDO, CA 90254 | Insurance Broker | $42,658 |
THIRD PARTY ADMINISTRATORS, INC.8+ years Service code 17 · EIN 01-0233346 2 EXECUTIVE PARK DRIVE · BEDFORD, NH 03110 | Pension Consulting | $660 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 21 · EIN 01-0233346 | Bank Trustee | $96 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,657 | $110,094+128.6% | $151,611+66.0% | $68,494+267.4% |
| Participation rate | 97.2% | 84.0%+13.3pp | 87.5%+9.7pp | 67.9%+29.3pp |
| Annual return | -18.47% | -10.12%-8.3pp | 3.33%-21.8pp | -7.84%-10.6pp |
| Employer contribution / active EE | $13,005 | $4,471+190.9% | $6,166+110.9% | $2,596+400.9% |
| Participant deferral / active EE | $22,778 | $6,527+249.0% | $8,363+172.3% | $4,027+465.6% |
| Admin fee / account holder | $861 | $7,719-88.8% | $11,616-92.6% | $5,403-84.1% |