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 LLC4 years Filed as: CETERA ADVISOR NETWORKS Service code 27 200 N. PACIFIC COAST HWY. · EL SEGUNDO, CA 90245 | Advisory (Plan) | $14,847 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $7,551 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,146 | $58,694+22.9% | $142,863-49.5% | $85,850-16.0% |
| Participation rate | 77.2% | 58.5%+18.7pp | 71.9%+5.2pp | 69.3%+7.9pp |
| Annual return | 13.87% | 27.72%-13.8pp | 5637.54%-5623.7pp | 318.53%-304.7pp |
| Employer contribution / active EE | $1,102 | $1,423-22.5% | $4,144-73.4% | $2,565-57.0% |
| Participant deferral / active EE | $4,274 | $2,607+63.9% | $3,837+11.4% | $3,952+8.2% |
| Admin fee / account holder | $204 | $4,239-95.2% | $6,560-96.9% | $6,260-96.7% |