Filed August 9, 2013
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 71 200 N SEPULVEDA BLVD STE 1300 · EL SEGUNDO, CA 902455672 | Brokerage Fees | $69,352 |
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 | $35,044 | $36,916-5.1% | $156,549-77.6% | $57,658-39.2% |
| Participation rate | 98.1% | 63.4%+34.7pp | 84.0%+14.1pp | 70.2%+27.9pp |
| Annual return | -1.78% | 12.38%-14.2pp | 32.23%-34.0pp | 5.13%-6.9pp |
| Employer contribution / active EE | $5,499 | $1,571+250.2% | $5,5010% | $1,974+178.6% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $194 | $82+134.8% | $13,027-98.5% | $95+104.9% |