Filed January 8, 2006 (most recent of 3 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 Filed as: CETERA ADVISORS LLC Service code 22 200 N. SEPULVEDA BLVE · EL SEGUDO, CA 90254 | Insurance Broker | $41,795 |
Filed as: MILLENNIUM INVESTMENT AND RET Service code 26 · EIN 94-3428956 | Advisory (Participants) | $5,648 |
Filed as: THIRD PARTY ADMINISTRATORS INC. Service code 17 · EIN 01-0233346 2 EXECUTIVE DR. · BEDFORD, NH 03110 | Pension Consulting | $800 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $102 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $302,090 | $125,758+140.2% | $169,993+77.7% | $75,163+301.9% |
| Participation rate | 94.7% | 83.6%+11.1pp | 87.0%+7.7pp | 67.2%+27.5pp |
| Annual return | 17.75% | 27.20%-9.5pp | 53.37%-35.6pp | 160.62%-142.9pp |
| Employer contribution / active EE | $10,884 | $4,615+135.9% | $6,785+60.4% | $2,670+307.7% |
| Participant deferral / active EE | $21,626 | $6,837+216.3% | $10,408+107.8% | $4,125+424.3% |
| Admin fee / account holder | $898 | $8,173-89.0% | $12,815-93.0% | $5,651-84.1% |