Filed November 2, 2015 (most recent of 2 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $22,160 |
Service code 37 · EIN 04-2647786 | Loan Processing | $219 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,326 | $101,317-25.7% | $146,958-48.7% | $74,495+1.1% |
| Participation rate | 85.4% | 75.5%+9.9pp | 82.2%+3.3pp | 67.2%+18.2pp |
| Annual return | 22.33% | 8730.91%-8708.6pp | 418.34%-396.0pp | 1364.94%-1342.6pp |
| Employer contribution / active EE | $2,726 | $3,810-28.5% | $4,933-44.7% | $2,623+3.9% |
| Participant deferral / active EE | $7,165 | $7,303-1.9% | $8,070-11.2% | $4,346+64.9% |
| Admin fee / account holder | $137 | $1,739-92.1% | $12,998-98.9% | $1,942-92.9% |