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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $70,377 |
CETERA ADVISOR NETWORKS LLC4+ years Service code 55 · EIN 95-3845382 | Other Commissions | $67,930 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,699 | $77,559-10.1% | $68,793+1.3% | $75,289-7.4% |
| Participation rate | 96.9% | 78.3%+18.6pp | 72.2%+24.6pp | 72.4%+24.4pp |
| Annual return | -5.59% | -1.01%-4.6pp | -4.63%-1.0pp | -0.04%-5.6pp |
| Employer contribution / active EE | $3,337 | $1,993+67.4% | $2,625+27.1% | $2,405+38.7% |
| Participant deferral / active EE | $4,688 | $3,128+49.9% | $3,311+41.6% | $3,739+25.4% |
| Admin fee / account holder | $46 | $90-49.2% | $5,131-99.1% | $102-55.1% |