Filed September 13, 2008 (most recent of 2 filings on file)
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 | $167,246 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,566 |
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 | $63,096 | $54,890+14.9% | $63,517-0.7% | $59,188+6.6% |
| Participation rate | 97.7% | 75.6%+22.2pp | 71.0%+26.7pp | 69.4%+28.3pp |
| Annual return | 1.23% | 4.56%-3.3pp | -70.30%+71.5pp | 5.51%-4.3pp |
| Employer contribution / active EE | $4,350 | $1,831+137.6% | $2,322+87.3% | $2,098+107.3% |
| Participant deferral / active EE | $3,725 | $2,803+32.9% | $2,953+26.1% | $3,265+14.1% |
| Admin fee / account holder | $5 | $66-93.1% | $5,892-99.9% | $92-95.0% |