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 | $36,890 |
CETERA ADVISOR NETWORKS LLC4 years Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $29,048 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,354 | $102,553-20.7% | $151,611-46.3% | $66,914+21.6% |
| Participation rate | 99.4% | 85.5%+13.9pp | 87.5%+11.9pp | 69.8%+29.6pp |
| Annual return | -16.46% | -10.82%-5.6pp | 3.33%-19.8pp | 1.58%-18.0pp |
| Employer contribution / active EE | $5,485 | $4,180+31.2% | $6,166-11.0% | $2,544+115.6% |
| Participant deferral / active EE | $6,111 | $6,641-8.0% | $8,363-26.9% | $4,237+44.2% |
| Admin fee / account holder | $353 | $630-44.0% | $11,616-97.0% | $593-40.6% |