Filed May 15, 2013 (most recent of 3 filings on file)
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 INVESTMENT ADVISORS LLC Service code 16 · EIN 36-3258176 | Consulting | $22,378 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$38,430 |
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 | $54,782 | $81,537-32.8% | $149,718-63.4% | $69,631-21.3% |
| Participation rate | 93.5% | 86.1%+7.4pp | 87.1%+6.5pp | 70.7%+22.8pp |
| Annual return | 17.37% | 22.79%-5.4pp | 1501.63%-1484.3pp | 27571.02%-27553.7pp |
| Employer contribution / active EE | $2,176 | $3,239-32.8% | $5,445-60.0% | $2,032+7.1% |
| Participant deferral / active EE | $3,401 | $4,994-31.9% | $6,569-48.2% | $3,224+5.5% |
| Admin fee / account holder | -$26 | $107-124.6% | $11,283-100.2% | $110-123.8% |