Filed March 1, 2010
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 LLC3+ years Service code 49 · EIN 95-3845382 200 N SEPULVEDA BLVD · EL SEGUNDO, CA 90245 | Other Services | $12,373 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 111 WEST STATE ST. · MASON CITY, IA 50401 | Contract Administrator | $6,518 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $64,987 | $74,552-12.8% | $62,995+3.2% | $69,631-6.7% |
| Participation rate | 85.9% | 78.3%+7.6pp | 74.8%+11.1pp | 70.7%+15.2pp |
| Annual return | 11.83% | 15.77%-3.9pp | 87.57%-75.7pp | 27571.02%-27559.2pp |
| Employer contribution / active EE | $1,326 | $2,929-54.7% | $2,759-51.9% | $2,032-34.8% |
| Participant deferral / active EE | $1,893 | $2,974-36.4% | $3,329-43.1% | $3,224-41.3% |
| Admin fee / account holder | $20 | $59-66.7% | $3,600-99.5% | $110-82.1% |