Filed June 8, 2009
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, LLC Service code 17 200 NORTH PACIFIC COAST HIGHWAY · EL SEGUNDO, CA 902455670 | Pension Consulting | $53,765 |
Service code 13 · EIN 41-0417830 | Contract Administrator | $10,140 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,979 | $61,272+4.4% | $149,673-57.3% | $71,457-10.5% |
| Participation rate | 90.1% | 62.5%+27.6pp | 78.8%+11.3pp | 67.9%+22.2pp |
| Annual return | 12.43% | 35.85%-23.4pp | 134.42%-122.0pp | 28.85%-16.4pp |
| Employer contribution / active EE | $3,765 | $2,378+58.3% | $4,818-21.8% | $2,588+45.5% |
| Participant deferral / active EE | $3,673 | $2,917+25.9% | $5,680-35.3% | $4,289-14.4% |
| Admin fee / account holder | $275 | $1,261-78.2% | $13,210-97.9% | $1,587-82.6% |