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) | $97,784 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $37,621 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,575 | $63,905+227.9% | $74,183+182.5% | $57,658+263.5% |
| Participation rate | 99.0% | 79.8%+19.2pp | 76.6%+22.4pp | 70.2%+28.7pp |
| Annual return | 15.29% | 60.60%-45.3pp | 17.74%-2.4pp | 5.13%+10.2pp |
| Employer contribution / active EE | $5,191 | $1,840+182.1% | $2,370+119.0% | $1,974+163.0% |
| Participant deferral / active EE | $6,984 | $3,448+102.5% | $3,550+96.8% | $3,061+128.2% |
| Admin fee / account holder | $106 | $91+16.5% | $5,586-98.1% | $95+12.3% |