Filed April 25, 2007
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 27 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $18,000 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $817 |
Employer contribution per participant 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 | $82,992 | $80,731+2.8% | $103,374-19.7% | $74,546+11.3% |
| Participation rate | 73.5% | 65.7%+7.8pp | 74.5%-1.0pp | 67.2%+6.3pp |
| Annual return | 12.69% | 27.56%-14.9pp | 24.89%-12.2pp | 1366.03%-1353.3pp |
| Employer contribution / active EE | $633 | $3,158-79.9% | $3,869-83.6% | $2,624-75.9% |
| Participant deferral / active EE | $5,030 | $3,860+30.3% | $5,058-0.6% | $4,347+15.7% |
| Admin fee / account holder | $134 | $2,369-94.4% | $8,394-98.4% | $1,944-93.1% |