Filed December 1, 2008
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 50 · EIN 84-0467907 | Direct Payment | $79,709 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $51,556 |
Filed as: GWFS EQUITIES INC Service code 33 · EIN 84-0965407 | Securities brokerage; Shareholder ser... | $90 |
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 | $77,928 | $55,790+39.7% | $76,817+1.4% | $67,579+15.3% |
| Participation rate | 94.9% | 71.1%+23.8pp | 72.1%+22.8pp | 71.3%+23.6pp |
| Annual return | 22.48% | 64.45%-42.0pp | 1166.11%-1143.6pp | 378.56%-356.1pp |
| Employer contribution / active EE | $5,572 | $1,810+207.8% | $2,302+142.0% | $2,148+159.4% |
| Participant deferral / active EE | $5,219 | $2,875+81.5% | $3,336+56.5% | $3,539+47.5% |
| Admin fee / account holder | $183 | $159+14.9% | $6,420-97.2% | $142+28.5% |