Filed January 3, 2012
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 LLC6+ years Service code 27 · EIN 95-3845382 | Advisory (Plan) | $28,958 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $11,749 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,555 | $56,095-56.2% | $178,490-86.2% | $90,288-72.8% |
| Participation rate | 42.8% | 65.6%-22.8pp | 81.9%-39.2pp | 73.4%-30.6pp |
| Annual return | 24.02% | 28.81%-4.8pp | 151.07%-127.1pp | 53.97%-30.0pp |
| Employer contribution / active EE | $1,112 | $1,572-29.3% | $5,011-77.8% | $2,524-55.9% |
| Participant deferral / active EE | $2,444 | $2,669-8.4% | $5,202-53.0% | $4,232-42.3% |
| Admin fee / account holder | $59 | $101-41.2% | $13,984-99.6% | $114-48.1% |