Filed March 14, 2006 (most recent of 6 filings on file)
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 (MANAGED Service code 26 · EIN 84-1532243 | Advisory (Participants) | $415,451 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO Service code 15 · EIN 84-0467907 | Recordkeeping | $5,331 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $270,752 | $114,195+137.1% | $106,548+154.1% | $93,030+191.0% |
| Participation rate | 98.7% | 86.4%+12.4pp | 76.1%+22.6pp | 73.9%+24.8pp |
| Annual return | 19.30% | 22.18%-2.9pp | 26.80%-7.5pp | 158.70%-139.4pp |
| Employer contribution / active EE | $9,280 | $4,009+131.5% | $2,819+229.2% | $2,706+243.0% |
| Participant deferral / active EE | $10,752 | $5,908+82.0% | $4,398+144.5% | $4,562+135.7% |
| Admin fee / account holder | $71 | $105-32.0% | $7,407-99.0% | $152-53.1% |