Filed August 20, 2014
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 |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $77,828 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $54,941 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,666 | $71,957+138.6% | $67,652+153.7% | $59,188+190.0% |
| Participation rate | 98.9% | 82.7%+16.3pp | 75.7%+23.3pp | 69.4%+29.5pp |
| Annual return | -11.15% | 8.53%-19.7pp | 6625.04%-6636.2pp | 5.51%-16.7pp |
| Employer contribution / active EE | $5,616 | $2,432+130.9% | $2,266+147.9% | $2,098+167.7% |
| Participant deferral / active EE | $8,066 | $4,211+91.5% | $3,560+126.6% | $3,265+147.1% |
| Admin fee / account holder | $93 | $64+44.3% | $4,821-98.1% | $92+0.4% |