Filed August 18, 1
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 |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $185,200 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $55,709 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,128 | $176,491-67.6% | $95,952-40.5% | $90,288-36.7% |
| Participation rate | 95.4% | 86.6%+8.8pp | 77.1%+18.3pp | 73.4%+22.0pp |
| Annual return | 15.27% | 20.14%-4.9pp | 91.61%-76.3pp | 53.97%-38.7pp |
| Employer contribution / active EE | $1,479 | $2,789-47.0% | $2,541-41.8% | $2,524-41.4% |
| Participant deferral / active EE | $2,910 | $5,340-45.5% | $4,167-30.2% | $4,232-31.3% |
| Admin fee / account holder | $68 | $154-55.6% | $6,795-99.0% | $114-40.0% |