Filed January 9, 2008
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 LLC1+ years Filed as: CETERA ADVISORS LLC Service code 55 5650 SUNRISE BLVD STE 250 · CITRUS HEIGHTS, CA 956107631 | Other Commissions | $9,815 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $800 |
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 | $90,062 | $60,165+49.7% | $74,183+21.4% | $55,167+63.3% |
| Participation rate | 85.6% | 74.2%+11.4pp | 76.6%+9.0pp | 69.0%+16.6pp |
| Annual return | 5.15% | 10.00%-4.9pp | 17.74%-12.6pp | 169.23%-164.1pp |
| Employer contribution / active EE | $3,185 | $1,600+99.1% | $2,370+34.4% | $1,963+62.3% |
| Participant deferral / active EE | $2,174 | $2,973-26.9% | $3,550-38.8% | $3,054-28.8% |
| Admin fee / account holder | $6 | $419-98.5% | $5,586-99.9% | $504-98.8% |