Filed June 8, 2009
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 ADVISERS LLC Service code 17 · EIN 36-3258176 | Pension Consulting | $57,762 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $21,580 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,699 | $55,415+31.2% | $155,509-53.3% | $74,495-2.4% |
| Participation rate | 88.7% | 61.9%+26.8pp | 78.2%+10.6pp | 67.2%+21.5pp |
| Annual return | 16.17% | 268.50%-252.3pp | 64.67%-48.5pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $4,449 | $2,267+96.3% | $4,672-4.8% | $2,623+69.6% |
| Participant deferral / active EE | $3,804 | $2,836+34.1% | $5,626-32.4% | $4,346-12.5% |
| Admin fee / account holder | $284 | $1,738-83.7% | $15,912-98.2% | $1,942-85.4% |