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 | $77,469 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $51,946 |
Filed as: GWFS EQUITIES, INC. Service code 33 · EIN 84-0965407 | Securities brokerage; Distribution (1... | $100 |
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 | $95,687 | $66,528+43.8% | $86,874+10.1% | $86,799+10.2% |
| Participation rate | 97.5% | 72.4%+25.2pp | 71.6%+25.9pp | 72.3%+25.2pp |
| Annual return | 13.79% | 19.56%-5.8pp | 63.52%-49.7pp | 97.91%-84.1pp |
| Employer contribution / active EE | $4,658 | $2,007+132.1% | $2,495+86.7% | $2,405+93.7% |
| Participant deferral / active EE | $6,683 | $3,240+106.3% | $3,699+80.7% | $4,131+61.8% |
| Admin fee / account holder | $186 | $148+25.7% | $5,828-96.8% | $170+9.8% |