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 |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $327,727 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $272,278 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,758 | $144,996+64.0% | $111,297+113.6% | $93,030+155.6% |
| Participation rate | 92.7% | 86.2%+6.5pp | 77.3%+15.3pp | 73.9%+18.8pp |
| Annual return | 15.76% | 18.26%-2.5pp | 54.65%-38.9pp | 158.70%-142.9pp |
| Employer contribution / active EE | $7,332 | $3,056+139.9% | $2,731+168.5% | $2,706+171.0% |
| Participant deferral / active EE | $8,915 | $5,587+59.6% | $4,487+98.7% | $4,562+95.4% |
| Admin fee / account holder | $107 | $103+3.1% | $7,964-98.7% | $152-29.7% |