Filed July 29, 2015 (most recent of 2 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $327,885 |
CETERA ADVISOR NETWORKS LLC4 years Filed as: CWM LLC Service code 27 · EIN 27-4011107 | Advisory (Plan) | $104,216 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,210 | $103,641-32.3% | $107,525-34.7% | $102,872-31.8% |
| Participation rate | 77.1% | 79.4%-2.3pp | 75.1%+2.0pp | 73.0%+4.0pp |
| Annual return | 17.68% | 13.08%+4.6pp | 181.32%-163.6pp | 19.06%-1.4pp |
| Employer contribution / active EE | $4,292 | $5,096-15.8% | $3,754+14.4% | $3,526+21.7% |
| Participant deferral / active EE | $4,157 | $3,789+9.7% | $5,116-18.7% | $5,535-24.9% |
| Admin fee / account holder | $143 | $276-48.2% | $8,919-98.4% | $292-51.1% |