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 | $79,544 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $48,557 |
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 | $84,706 | $61,473+37.8% | $81,930+3.4% | $73,409+15.4% |
| Participation rate | 95.8% | 72.4%+23.4pp | 72.0%+23.8pp | 72.2%+23.7pp |
| Annual return | 14.16% | 28.26%-14.1pp | 29.49%-15.3pp | 59.29%-45.1pp |
| Employer contribution / active EE | $4,789 | $1,898+152.3% | $4,310+11.1% | $2,234+114.4% |
| Participant deferral / active EE | $6,079 | $3,080+97.4% | $7,107-14.5% | $3,805+59.7% |
| Admin fee / account holder | $179 | $125+43.0% | $5,158-96.5% | $158+13.6% |