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) | $93,214 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $41,130 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,233 | $88,730+160.6% | $82,313+180.9% | $77,958+196.6% |
| Participation rate | 98.7% | 84.5%+14.2pp | 76.9%+21.9pp | 71.6%+27.1pp |
| Annual return | 16.74% | 20.88%-4.1pp | 25.88%-9.1pp | 20.87%-4.1pp |
| Employer contribution / active EE | $5,040 | $2,758+82.7% | $2,428+107.5% | $2,310+118.1% |
| Participant deferral / active EE | $7,319 | $4,634+57.9% | $3,706+97.5% | $3,537+106.9% |
| Admin fee / account holder | $103 | $74+39.7% | $5,608-98.2% | $97+6.1% |