Filed December 2, 2011
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 ADVISORS Service code 27 2301 ROSECRANS AVE · EL SEGUNDO, CA 90245 | Advisory (Plan) | $53,834 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $26,540 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,026 | $101,317-8.2% | $146,958-36.7% | $74,495+24.9% |
| Participation rate | 97.3% | 75.5%+21.8pp | 82.2%+15.2pp | 67.2%+30.1pp |
| Annual return | 21.36% | 8730.91%-8709.6pp | 418.34%-397.0pp | 1364.94%-1343.6pp |
| Employer contribution / active EE | $4,887 | $3,810+28.3% | $4,933-0.9% | $2,623+86.3% |
| Participant deferral / active EE | $10,083 | $7,303+38.1% | $8,070+24.9% | $4,346+132.0% |
| Admin fee / account holder | $315 | $1,739-81.9% | $12,998-97.6% | $1,942-83.8% |