Filed June 6, 2003
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 | $248,489 |
Filed as: ADVISED ASSETS GROUP Service code 26 · EIN 84-1532243 | Advisory (Participants) | $161,540 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,282 | $27,522+108.1% | $71,086-19.4% | $68,904-16.9% |
| Participation rate | 29.8% | 34.5%-4.7pp | 54.7%-24.8pp | 74.1%-44.3pp |
| Annual return | -3.74% | -0.07%-3.7pp | 650.59%-654.3pp | 1.07%-4.8pp |
| Employer contribution / active EE | $605 | $325+86.4% | $1,088-44.4% | $2,540-76.2% |
| Participant deferral / active EE | $1,289 | $835+54.4% | $1,874-31.2% | $4,015-67.9% |
| Admin fee / account holder | $100 | $67+48.0% | $3,082-96.8% | $71+40.0% |