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 LLC2+ years Service code 71 200 N SEPULVEDA BLVD STE 1300 · EL SEGUNDO, CA 902455672 | Brokerage Fees | $80,486 |
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 | $38,292 | $46,173-17.1% | $170,442-77.5% | $69,631-45.0% |
| Participation rate | 98.9% | 63.9%+35.0pp | 83.6%+15.3pp | 70.7%+28.2pp |
| Annual return | 12.45% | 21.62%-9.2pp | 205.93%-193.5pp | 27571.02%-27558.6pp |
| Employer contribution / active EE | $6,870 | $1,610+326.8% | $5,433+26.5% | $2,032+238.1% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $201 | $116+73.5% | $13,880-98.6% | $110+82.2% |