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 | $276,388 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $255,035 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,056 | $176,491+21.9% | $95,952+124.1% | $90,288+138.2% |
| Participation rate | 97.0% | 86.6%+10.4pp | 77.1%+19.9pp | 73.4%+23.7pp |
| Annual return | 17.38% | 20.14%-2.8pp | 91.61%-74.2pp | 53.97%-36.6pp |
| Employer contribution / active EE | $7,736 | $2,789+177.4% | $2,541+204.5% | $2,524+206.5% |
| Participant deferral / active EE | $8,848 | $5,340+65.7% | $4,167+112.3% | $4,232+109.1% |
| Admin fee / account holder | $97 | $154-36.8% | $6,795-98.6% | $114-14.6% |