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 LLC7+ years Service code 27 · EIN 95-3845382 | Advisory (Plan) | $39,413 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $14,069 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,660 | $67,512-51.6% | $185,823-82.4% | $93,030-64.9% |
| Participation rate | 43.4% | 67.1%-23.7pp | 81.7%-38.3pp | 73.9%-30.5pp |
| Annual return | 43.74% | 21.04%+22.7pp | 122.05%-78.3pp | 158.70%-115.0pp |
| Employer contribution / active EE | $1,597 | $1,783-10.5% | $5,167-69.1% | $2,706-41.0% |
| Participant deferral / active EE | $3,476 | $3,035+14.5% | $5,568-37.6% | $4,562-23.8% |
| Admin fee / account holder | $60 | $318-81.2% | $16,237-99.6% | $152-60.5% |