Filed October 16, 1992
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) | $21,276 |
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 | $129,956 | $91,418+42.2% | $87,100+49.2% | - |
| Participation rate | 98.0% | 78.6%+19.4pp | 76.9%+21.1pp | - |
| Annual return | 17.63% | 14.06%+3.6pp | 28.19%-10.6pp | - |
| Employer contribution / active EE | $2,927 | $2,156+35.8% | $2,521+16.1% | - |
| Participant deferral / active EE | $2,720 | $3,251-16.3% | $4,049-32.8% | - |
| Admin fee / account holder | $179 | $8,929-98.0% | $7,497-97.6% | - |