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 |
|---|---|---|
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA ADVISOR NETWORKS Service code 27 200 N. PACIFIC COAST HWY · EL SEGUNDO, CA 90245 | Advisory (Plan) | $11,023 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $1,691 |
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 | $49,616 | $46,722+6.2% | $130,648-62.0% | $65,185-23.9% |
| Participation rate | 72.8% | 60.9%+11.9pp | 71.7%+1.1pp | 70.2%+2.6pp |
| Annual return | 22.91% | 24.17%-1.3pp | 1708.96%-1686.0pp | 29.38%-6.5pp |
| Employer contribution / active EE | $1,536 | $1,488+3.2% | $4,092-62.5% | $2,177-29.4% |
| Participant deferral / active EE | $3,307 | $2,545+29.9% | $3,603-8.2% | $3,514-5.9% |
| Admin fee / account holder | $99 | $453-78.2% | $5,464-98.2% | $847-88.4% |