Filed July 25, 2014
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 |
|---|---|---|
Filed as: CETERA ADVISOR NETWORKS INSURANCE S Service code 49 · EIN 33-0232417 | Other Services | $22,530 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,974 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $41,159 | $47,977-14.2% | $154,107-73.3% | $56,287-26.9% |
| Participation rate | 95.4% | 66.2%+29.2pp | 83.0%+12.3pp | 69.9%+25.5pp |
| Annual return | -2.04% | 3.54%-5.6pp | 735.12%-737.2pp | -9.96%+7.9pp |
| Employer contribution / active EE | $6,304 | $2,169+190.7% | $5,298+19.0% | $2,111+198.6% |
| Participant deferral / active EE | $7,912 | $2,392+230.8% | $5,081+55.7% | $3,350+136.2% |
| Admin fee / account holder | $10 | $438-97.8% | $13,411-99.9% | $521-98.2% |