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 LLC3 years Filed as: CETERA ADVISOR NETWORKS Service code 27 200 N. PACIFIC COAST HWY. · EL SEGUNDO, CA 90245 | Advisory (Plan) | $12,488 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,470 |
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 | $61,367 | $53,777+14.1% | $134,143-54.3% | $79,858-23.2% |
| Participation rate | 70.3% | 58.8%+11.6pp | 72.2%-1.8pp | 69.6%+0.7pp |
| Annual return | 16.38% | 19.01%-2.6pp | 36.33%-20.0pp | 31.71%-15.3pp |
| Employer contribution / active EE | $1,189 | $1,321-10.0% | $3,704-67.9% | $2,471-51.9% |
| Participant deferral / active EE | $4,230 | $2,420+74.8% | $3,499+20.9% | $3,740+13.1% |
| Admin fee / account holder | $128 | $3,984-96.8% | $6,684-98.1% | $5,306-97.6% |