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 |
|---|---|---|
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $74,935 |
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $47,272 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,893 | $49,915+54.0% | $154,803-50.3% | $74,304+3.5% |
| Participation rate | 96.6% | 54.0%+42.6pp | 78.1%+18.5pp | 60.3%+36.2pp |
| Annual return | 10.41% | 34.06%-23.6pp | 58.88%-48.5pp | 29.43%-19.0pp |
| Employer contribution / active EE | $4,540 | $1,611+181.8% | $4,305+5.4% | $2,241+102.6% |
| Participant deferral / active EE | $4,177 | $2,255+85.3% | $5,540-24.6% | $3,767+10.9% |
| Admin fee / account holder | $322 | $2,189-85.3% | $14,329-97.8% | $2,969-89.2% |