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 |
|---|---|---|
CETERA ADVISOR NETWORKS LLC3 years Filed as: CETERA ADVISOR NETWORKS INSURANCE S Service code 49 · EIN 33-0232417 | Other Services | $41,965 |
BENEFIT CONSULTANTS GROUP2 years Service code 49 · EIN 23-2383285 | Other Services | $5,995 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,922 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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 | $79,517 | $58,879+35.1% | $178,490-55.5% | $73,488+8.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 20.74% | 24.86%-4.1pp | 151.07%-130.3pp | 28.51%-7.8pp |
| Employer contribution / active EE | $7,650 | $2,236+242.1% | $5,011+52.7% | $2,270+237.0% |
| Participant deferral / active EE | $8,982 | $2,567+249.9% | $5,202+72.7% | $3,740+140.2% |
| Admin fee / account holder | $12 | $400-97.0% | $13,984-99.9% | $513-97.7% |