Filed October 18, 2006 (most recent of 4 filings on file)
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) | $719,169 |
FRANCIS LLC1 year Filed as: FRANCIS INVESTMENT COUNCEL Service code 27 · EIN 90-0142264 | Advisory (Plan) | $204,183 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $43,080 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,879 | $68,062-17.9% | $185,823-69.9% | $106,520-47.5% |
| Participation rate | 92.6% | 75.2%+17.4pp | 81.7%+10.9pp | 71.3%+21.3pp |
| Annual return | 20.08% | 18.20%+1.9pp | 122.05%-102.0pp | 19.28%+0.8pp |
| Employer contribution / active EE | $2,401 | $1,997+20.2% | $5,167-53.5% | $2,840-15.5% |
| Participant deferral / active EE | $3,959 | $3,990-0.8% | $5,568-28.9% | $4,948-20.0% |
| Admin fee / account holder | $94 | $53+79.1% | $16,237-99.4% | $75+26.8% |