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 | $176,272 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $73,605 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,921 | $144,996-58.7% | $111,297-46.2% | $93,030-35.6% |
| Participation rate | 93.1% | 86.2%+6.9pp | 77.3%+15.8pp | 73.9%+19.2pp |
| Annual return | 12.86% | 18.26%-5.4pp | 54.65%-41.8pp | 158.70%-145.8pp |
| Employer contribution / active EE | $1,553 | $3,056-49.2% | $2,731-43.1% | $2,706-42.6% |
| Participant deferral / active EE | $3,022 | $5,587-45.9% | $4,487-32.7% | $4,562-33.8% |
| Admin fee / account holder | $66 | $103-35.9% | $7,964-99.2% | $152-56.2% |