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 LLC4 years Filed as: CETERA ADVISOR NETWORKS INSURANCE S Service code 49 · EIN 33-0232417 | Other Services | $23,288 |
Service code 49 · EIN 74-2794194 | Other Services | $22,942 |
BENEFIT CONSULTANTS GROUP3 years Service code 49 · EIN 23-2383285 | Other Services | $8,724 |
Service code 12 · EIN 42-0127290 | Direct payment from the plan; Partici... | $3,246 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,829 | $61,156+66.5% | $185,823-45.2% | $79,386+28.3% |
| Participation rate | 96.6% | 66.6%+29.9pp | 81.7%+14.9pp | 70.7%+25.9pp |
| Annual return | 17.40% | 19.45%-2.0pp | 122.05%-104.7pp | 116.85%-99.5pp |
| Employer contribution / active EE | $7,824 | $2,321+237.2% | $5,167+51.4% | $2,427+222.3% |
| Participant deferral / active EE | $9,890 | $2,789+254.6% | $5,568+77.6% | $4,046+144.5% |
| Admin fee / account holder | $13 | $710-98.2% | $16,237-99.9% | $626-97.9% |