Filed October 18, 2004
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 ADVISORS LLC Service code 26 200 N. PACIFIC COAST HWY, STE 1200 · EL SEGUNDO, CA 90245 | Advisory (Participants) | $7,955 |
Filed as: DST-AMS AGT FOR RETIREMENT SOLUTION Service code 15 · EIN 04-3157927 P.O.BOX 219320 · KANSAS CITY, MO 641219325 | Recordkeeping | $2,124 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,319 | $53,777-56.6% | $134,143-82.6% | $79,858-70.8% |
| Participation rate | 60.4% | 58.8%+1.7pp | 72.2%-11.7pp | 69.6%-9.2pp |
| Annual return | 14.66% | 19.01%-4.3pp | 36.33%-21.7pp | 31.71%-17.1pp |
| Employer contribution / active EE | $652 | $1,321-50.6% | $3,704-82.4% | $2,471-73.6% |
| Participant deferral / active EE | $1,137 | $2,420-53.0% | $3,499-67.5% | $3,740-69.6% |
| Admin fee / account holder | $123 | $3,984-96.9% | $6,684-98.2% | $5,306-97.7% |