Filed February 22, 1993
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 | $98,698 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $22,739 |
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 | $129,700 | $88,770+46.1% | $109,143+18.8% | $93,030+39.4% |
| Participation rate | 94.4% | 81.5%+12.9pp | 75.9%+18.5pp | 73.9%+20.5pp |
| Annual return | 15.61% | 60.64%-45.0pp | 25.75%-10.1pp | 158.70%-143.1pp |
| Employer contribution / active EE | $12,189 | $3,780+222.5% | $3,722+227.5% | $2,706+350.5% |
| Participant deferral / active EE | $6,471 | $3,630+78.3% | $4,653+39.1% | $4,562+41.8% |
| Admin fee / account holder | $86 | $172-50.0% | $6,752-98.7% | $152-43.2% |