Filed October 18, 2004
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 12 · EIN 13-3689044 | Finders' fees / placement fees; Direc... | $129,435 |
CETERA ADVISOR NETWORKS LLC6 years Service code 16 · EIN 36-3258176 | Consulting | $29,322 |
LONG ISLAND EMPLOYEE BENEFITS GROUP10+ years Service code 16 · EIN 11-2931438 | Consulting | $14,790 |
NATIONAL FINANCIAL SERVICES6 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,173 | $53,136-18.7% | $155,509-72.2% | $199,593-78.4% |
| Participation rate | 84.9% | 64.1%+20.8pp | 78.2%+6.7pp | 72.0%+12.9pp |
| Annual return | 13.38% | 41.15%-27.8pp | 64.67%-51.3pp | 34.25%-20.9pp |
| Employer contribution / active EE | $642 | $1,851-65.3% | $4,672-86.3% | $3,034-78.9% |
| Participant deferral / active EE | $2,088 | $3,161-33.9% | $5,626-62.9% | $5,087-59.0% |
| Admin fee / account holder | $102 | $185-44.9% | $15,912-99.4% | $269-62.0% |