Filed March 20, 2012
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 |
|---|---|---|
Service code 27 ADVISOR LLC · NEWPORT BEACH, CA 926602250 | Advisory (Plan) | $10,988 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,725 | $84,487-31.7% | $125,339-53.9% | $66,914-13.7% |
| Participation rate | 99.4% | 76.4%+23.0pp | 82.4%+17.0pp | 69.8%+29.6pp |
| Annual return | 41.96% | -8.39%+50.4pp | 572.05%-530.1pp | 1.58%+40.4pp |
| Employer contribution / active EE | $5,585 | $3,553+57.2% | $4,814+16.0% | $2,544+119.5% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $46 | $685-93.2% | $10,010-99.5% | $593-92.2% |