Filed December 28, 2001
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 26 · EIN 71-0294708 | Advisory (Participants) | $5,816 |
BENEFITS, INC.5+ years Filed as: BENEFITS INC. Service code 22 · EIN 39-1458932 | Insurance Broker | $4,275 |
Filed as: CETERA ADVISOR NETWORKS Service code 99 · EIN 95-3845382 | Other Fees | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,212 | $65,376-32.4% | $87,100-49.2% | $65,185-32.2% |
| Participation rate | 89.2% | 75.3%+13.9pp | 76.9%+12.3pp | 70.2%+19.0pp |
| Annual return | 23.10% | 31.27%-8.2pp | 28.19%-5.1pp | 29.38%-6.3pp |
| Employer contribution / active EE | $745 | $1,822-59.1% | $2,521-70.4% | $2,177-65.8% |
| Participant deferral / active EE | $5,090 | $3,388+50.2% | $4,049+25.7% | $3,514+44.9% |
| Admin fee / account holder | $60 | $520-88.4% | $7,497-99.2% | $847-92.9% |