Filed January 9, 2015
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 37 · EIN 04-2647786 P.O. BOX 219432 · KANSAS, MO 64121 | Loan Processing | $13,739 |
Filed as: CETERA ADVISOR NETWORKS LLCC Service code 27 · EIN 95-3845382 200 N. SEPULVEDA BLVD. SUITE 1100 · EL SEGUNDA, CA 90245 | Advisory (Plan) | $8,331 |
Service code 17 · EIN 95-3845382 200 N. SEPULVEDA BLVD. SUITE 1100 · EL SEGUNDA, CA 90245 | Pension Consulting | $941 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,567 | $43,504-59.6% | $68,793-74.5% | $56,287-68.8% |
| Participation rate | 100.0% | 67.8%+32.2pp | 72.2%+27.8pp | 69.9%+30.1pp |
| Annual return | -12.16% | -3.15%-9.0pp | -4.63%-7.5pp | -9.96%-2.2pp |
| Employer contribution / active EE | $1,657 | $1,525+8.6% | $2,625-36.9% | $2,111-21.5% |
| Participant deferral / active EE | $1,429 | $2,509-43.0% | $3,311-56.8% | $3,350-57.3% |
| Admin fee / account holder | $117 | $515-77.3% | $5,131-97.7% | $521-77.5% |