Filed January 3, 2012
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 LLC1+ years Service code 55 200 N SEPULVEDA BLVD STE 1300 · EL SEGUNDO, CA 90245 | Other Commissions | $11,269 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,319 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,756 | $37,117-49.5% | $147,614-87.3% | $55,191-66.0% |
| Participation rate | 29.5% | 63.6%-34.2pp | 84.6%-55.2pp | 69.2%-39.7pp |
| Annual return | 4.87% | 3.44%+1.4pp | 61.98%-57.1pp | 10.78%-5.9pp |
| Employer contribution / active EE | $665 | $1,620-58.9% | $5,564-88.0% | $1,899-65.0% |
| Participant deferral / active EE | $1,337 | $1,985-32.7% | $4,895-72.7% | $3,046-56.1% |
| Admin fee / account holder | $8 | $86-90.6% | $11,611-99.9% | $91-91.1% |