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 64 · EIN 84-0467907 | Recordkeeping Fees | $55,738 |
Filed as: ADVISED ASSETS GROUP Service code 26 · EIN 84-1532243 | Advisory (Participants) | $28,266 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,585 | $55,790-9.3% | $76,817-34.1% | $67,579-25.1% |
| Participation rate | 78.1% | 71.1%+7.0pp | 72.1%+6.1pp | 71.3%+6.9pp |
| Annual return | 19.91% | 64.45%-44.5pp | 1166.11%-1146.2pp | 378.56%-358.6pp |
| Employer contribution / active EE | $909 | $1,810-49.8% | $2,302-60.5% | $2,148-57.7% |
| Participant deferral / active EE | $2,517 | $2,875-12.4% | $3,336-24.5% | $3,539-28.9% |
| Admin fee / account holder | $159 | $1590% | $6,420-97.5% | $142+11.8% |