Filed October 1, 2015
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: ASSUREDPARTNERS INV ADVISORS Service code 16 · EIN 85-0777552 | Consulting | $165,208 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $70,538 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $31,234 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,651 | $47,126-49.8% | $149,673-84.2% | $74,419-68.2% |
| Participation rate | 93.5% | 63.4%+30.1pp | 78.8%+14.7pp | 70.7%+22.8pp |
| Annual return | 15.65% | 22.75%-7.1pp | 134.42%-118.8pp | 34.38%-18.7pp |
| Employer contribution / active EE | $1,606 | $1,905-15.7% | $4,818-66.7% | $2,637-39.1% |
| Participant deferral / active EE | $1,909 | $2,728-30.0% | $5,680-66.4% | $4,528-57.8% |
| Admin fee / account holder | $167 | $343-51.1% | $13,210-98.7% | $348-51.9% |