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) | $13,010 |
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 | $62,760 | $91,407-31.3% | $135,903-53.8% | $71,457-12.2% |
| Participation rate | 98.1% | 75.7%+22.4pp | 81.9%+16.2pp | 67.9%+30.2pp |
| Annual return | 9.26% | 29.90%-20.6pp | 68.23%-59.0pp | 28.85%-19.6pp |
| Employer contribution / active EE | $7,390 | $3,703+99.5% | $4,856+52.2% | $2,588+185.6% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,758-100.0% | $4,289-100.0% |
| Admin fee / account holder | $55 | $1,266-95.7% | $10,762-99.5% | $1,587-96.5% |