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 ASSET GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $211,808 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $14,945 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,740 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,400 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $73,590 | $80,211-8.3% | $74,183-0.8% | $63,975+15.0% |
| Participation rate | 99.4% | 84.2%+15.2pp | 76.6%+22.8pp | 71.1%+28.3pp |
| Annual return | 6.02% | 14.13%-8.1pp | 17.74%-11.7pp | 48.65%-42.6pp |
| Employer contribution / active EE | $4,445 | $2,553+74.1% | $2,370+87.5% | $2,182+103.7% |
| Participant deferral / active EE | $5,292 | $4,370+21.1% | $3,550+49.1% | $3,356+57.7% |
| Admin fee / account holder | $67 | $67-0.8% | $5,586-98.8% | $70-5.3% |