Filed May 5, 2005
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: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $214,500 |
GWL&A1+ years Service code 15 · EIN 84-0467907 | Recordkeeping | $18,550 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $65,758 | $71,957-8.6% | $67,652-2.8% | $59,188+11.1% |
| Participation rate | 99.9% | 82.7%+17.2pp | 75.7%+24.2pp | 69.4%+30.5pp |
| Annual return | 1.59% | 8.53%-6.9pp | 6625.04%-6623.5pp | 5.51%-3.9pp |
| Employer contribution / active EE | $4,202 | $2,432+72.8% | $2,266+85.5% | $2,098+100.3% |
| Participant deferral / active EE | $4,544 | $4,211+7.9% | $3,560+27.6% | $3,265+39.2% |
| Admin fee / account holder | $71 | $64+10.9% | $4,821-98.5% | $92-22.8% |