Filed May 26, 2022
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 9-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 |
|---|---|---|
Filed as: CETERA AADVISOR NETWORKS LLC Service code 55 · EIN 04-3523567 | Other Commissions | $0 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,598 | $52,953-46.0% | $172,739-83.4% | $65,185-56.1% |
| Participation rate | 96.5% | 66.2%+30.3pp | 82.6%+13.8pp | 70.2%+26.3pp |
| Annual return | 5.64% | 30.12%-24.5pp | 802.84%-797.2pp | 29.38%-23.7pp |
| Employer contribution / active EE | $1,939 | $2,190-11.4% | $5,143-62.3% | $2,177-10.9% |
| Participant deferral / active EE | $3,105 | $2,471+25.7% | $5,198-40.3% | $3,514-11.6% |
| Admin fee / account holder | $83 | $472-82.4% | $13,954-99.4% | $847-90.2% |