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 | $58,973 |
Filed as: ADVISED ASSETS GROUP Service code 26 · EIN 84-1532243 | Advisory (Participants) | $29,338 |
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 | $49,354 | $61,473-19.7% | $81,930-39.8% | $73,409-32.8% |
| Participation rate | 78.1% | 72.4%+5.7pp | 72.0%+6.1pp | 72.2%+5.9pp |
| Annual return | 13.33% | 28.26%-14.9pp | 29.49%-16.2pp | 59.29%-46.0pp |
| Employer contribution / active EE | $1,041 | $1,898-45.2% | $4,310-75.9% | $2,234-53.4% |
| Participant deferral / active EE | $2,928 | $3,080-4.9% | $7,107-58.8% | $3,805-23.1% |
| Admin fee / account holder | $164 | $125+31.0% | $5,158-96.8% | $158+4.1% |