Filed March 11, 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 |
|---|---|---|
Filed as: CETERA ADVISOR NETWORKS Service code 27 200 N. SEPULVEDA BLVD · EL SEGUNDO, CA 90245 | Advisory (Plan) | $10,445 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $2,852 |
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 | $39,963 | $44,221-9.6% | $121,196-67.0% | $56,287-29.0% |
| Participation rate | 70.4% | 61.1%+9.3pp | 71.7%-1.4pp | 69.9%+0.5pp |
| Annual return | -5.16% | -3.58%-1.6pp | 16.93%-22.1pp | -9.96%+4.8pp |
| Employer contribution / active EE | $1,536 | $1,480+3.8% | $4,022-61.8% | $2,111-27.2% |
| Participant deferral / active EE | $3,183 | $2,521+26.2% | $3,344-4.8% | $3,350-5.0% |
| Admin fee / account holder | $108 | $480-77.5% | $5,019-97.8% | $521-79.2% |