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 |
|---|---|---|
CETERA ADVISOR NETWORKS LLC6 years Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $37,934 |
Service code 37 · EIN 04-2647786 | Loan Processing | $37,369 |
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 | $97,996 | $122,239-19.8% | $184,203-46.8% | $74,495+31.5% |
| Participation rate | 95.0% | 85.5%+9.5pp | 86.8%+8.1pp | 67.2%+27.8pp |
| Annual return | 14.91% | 19.95%-5.0pp | 28.81%-13.9pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $5,544 | $4,537+22.2% | $6,427-13.7% | $2,623+111.4% |
| Participant deferral / active EE | $5,883 | $7,139-17.6% | $9,131-35.6% | $4,346+35.4% |
| Admin fee / account holder | $319 | $1,260-74.7% | $13,901-97.7% | $1,942-83.6% |