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 | $36,950 |
CETERA ADVISOR NETWORKS LLC5 years Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $30,961 |
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 | $92,018 | $130,194-29.3% | $169,993-45.9% | $71,457+28.8% |
| Participation rate | 95.2% | 86.1%+9.1pp | 87.0%+8.2pp | 67.9%+27.3pp |
| Annual return | 16.94% | 20.37%-3.4pp | 53.37%-36.4pp | 28.85%-11.9pp |
| Employer contribution / active EE | $3,908 | $4,381-10.8% | $6,785-42.4% | $2,588+51.0% |
| Participant deferral / active EE | $6,118 | $6,923-11.6% | $10,408-41.2% | $4,289+42.7% |
| Admin fee / account holder | $328 | $966-66.0% | $12,815-97.4% | $1,587-79.3% |