Filed July 12, 2006 (most recent of 2 filings on file)
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 | Loan Processing | $24,734 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $19,489 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,889 | $136,307-38.5% | $177,821-52.8% | $73,488+14.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 14.16% | 18.68%-4.5pp | 48.32%-34.2pp | 28.51%-14.4pp |
| Employer contribution / active EE | $6,746 | $3,712+81.7% | $5,918+14.0% | $2,270+197.2% |
| Participant deferral / active EE | $5,811 | $5,829-0.3% | $7,714-24.7% | $3,740+55.4% |
| Admin fee / account holder | $287 | $596-51.8% | $12,427-97.7% | $513-44.0% |