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 | $58,608 |
Filed as: ADVISED ASSETS GROUP Service code 26 · EIN 84-1532243 | Advisory (Participants) | $30,590 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,042 | $66,528-29.3% | $86,874-45.9% | $86,799-45.8% |
| Participation rate | 69.7% | 72.4%-2.6pp | 71.6%-1.9pp | 72.3%-2.6pp |
| Annual return | 10.44% | 19.56%-9.1pp | 63.52%-53.1pp | 97.91%-87.5pp |
| Employer contribution / active EE | $813 | $2,007-59.5% | $2,495-67.4% | $2,405-66.2% |
| Participant deferral / active EE | $2,569 | $3,240-20.7% | $3,699-30.6% | $4,131-37.8% |
| Admin fee / account holder | $168 | $148+13.6% | $5,828-97.1% | $170-0.7% |