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) | $5,565 |
BENEFITS, INC.6+ years Filed as: BENEFITS INC. Service code 22 · EIN 39-1458932 | Insurance Broker | $4,295 |
CETERA ADVISOR NETWORKS LLC2 years 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 | $45,910 | $73,638-37.7% | $95,952-52.2% | $73,488-37.5% |
| Participation rate | 88.7% | 76.2%+12.5pp | 77.1%+11.6pp | 70.7%+18.0pp |
| Annual return | 13.04% | 16.78%-3.7pp | 91.61%-78.6pp | 28.51%-15.5pp |
| Employer contribution / active EE | $1,581 | $1,863-15.1% | $2,541-37.8% | $2,270-30.3% |
| Participant deferral / active EE | $5,804 | $3,617+60.5% | $4,167+39.3% | $3,740+55.2% |
| Admin fee / account holder | $44 | $482-90.9% | $6,795-99.4% | $513-91.4% |