Filed October 18, 2004
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 | $1,400 |
CETERA ADVISOR NETWORKS LLC2+ years Filed as: CETERA INVESTMENT SERVICES LLC Service code 61 · EIN 41-1483314 | Finders' fees / placement 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 | $58,762 | $74,089-20.7% | $133,980-56.1% | $55,167+6.5% |
| Participation rate | 84.2% | 84.3%-0.1pp | 87.1%-2.9pp | 69.0%+15.2pp |
| Annual return | 8.02% | 12.11%-4.1pp | 29.30%-21.3pp | 169.23%-161.2pp |
| Employer contribution / active EE | $1,969 | $3,064-35.7% | $5,211-62.2% | $1,963+0.3% |
| Participant deferral / active EE | $3,665 | $4,678-21.7% | $6,282-41.7% | $3,054+20.0% |
| Admin fee / account holder | $5 | $458-98.9% | $9,324-99.9% | $504-99.0% |