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) | $119,450 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $42,382 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,692 | $78,852+145.6% | $76,768+152.3% | $75,289+157.3% |
| Participation rate | 98.5% | 85.0%+13.6pp | 77.0%+21.6pp | 72.4%+26.1pp |
| Annual return | -6.66% | -1.29%-5.4pp | 2.43%-9.1pp | -0.04%-6.6pp |
| Employer contribution / active EE | $5,461 | $2,794+95.4% | $2,485+119.7% | $2,405+127.1% |
| Participant deferral / active EE | $8,076 | $4,800+68.3% | $3,852+109.7% | $3,739+116.0% |
| Admin fee / account holder | $121 | $79+53.4% | $6,675-98.2% | $102+18.5% |