Filed August 9, 2013
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.
| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC1+ years Service code 71 200 N SEPULVEDA BLVD STE 1300 · EL SEGUNDO, CA 902455672 | Brokerage Fees | $23,461 |
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 | $13,223 | $46,732-71.7% | $156,549-91.6% | $55,167-76.0% |
| Participation rate | 98.3% | 65.8%+32.5pp | 84.0%+14.3pp | 69.0%+29.3pp |
| Annual return | -2.08% | 17.72%-19.8pp | 32.23%-34.3pp | 169.23%-171.3pp |
| Employer contribution / active EE | $1,267 | $2,105-39.8% | $5,501-77.0% | $1,963-35.4% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $85 | $418-79.7% | $13,027-99.3% | $504-83.1% |