Filed April 8, 2021 (most recent of 2 filings on file)
Total covered: 118 employees
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) | $638,892 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $234,432 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,409 | $88,581+51.7% | $74,183+81.2% | $65,292+105.9% |
| Participation rate | 96.8% | 86.2%+10.6pp | 76.6%+20.2pp | 72.4%+24.4pp |
| Annual return | 10.91% | 11.72%-0.8pp | 17.74%-6.8pp | 11.84%-0.9pp |
| Employer contribution / active EE | $3,673 | $3,021+21.6% | $2,370+55.0% | $2,302+59.6% |
| Participant deferral / active EE | $4,739 | $4,898-3.2% | $3,550+33.5% | $3,579+32.4% |
| Admin fee / account holder | $122 | $60+103.8% | $5,586-97.8% | $57+112.5% |