Filed September 13, 2008 (most recent of 2 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 |
|---|---|---|
CETERA ADVISOR NETWORKS LLC3+ years Service code 55 · EIN 95-3845382 | Other Commissions | $86,473 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,654 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $72,721 | $123,286-41.0% | $75,670-3.9% | $77,958-6.7% |
| Participation rate | 96.9% | 78.8%+18.1pp | 72.3%+24.5pp | 71.6%+25.2pp |
| Annual return | 19.60% | 20.45%-0.9pp | 27.34%-7.7pp | 20.87%-1.3pp |
| Employer contribution / active EE | $4,633 | $2,035+127.7% | $2,352+97.0% | $2,310+100.5% |
| Participant deferral / active EE | $4,465 | $3,095+44.3% | $3,142+42.1% | $3,537+26.3% |
| Admin fee / account holder | $7 | $144-95.1% | $5,800-99.9% | $97-92.7% |