Filed September 21, 2001 (most recent of 3 filings on file)
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 15 · EIN 84-0467907 | Recordkeeping | $718,812 |
Filed as: ADVISED ASSETS GROUP Service code 26 · EIN 84-1532243 | Advisory (Participants) | $653,480 |
Filed as: GWFS EQUITIES INC. Service code 26 · EIN 84-0965407 | Advisory (Participants) | $41,633 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $5,100 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,394 | $94,115+30.0% | $83,333+46.9% | $73,367+66.8% |
| Participation rate | 88.2% | 83.7%+4.4pp | 77.8%+10.4pp | 69.5%+18.7pp |
| Annual return | -4.59% | -6.12%+1.5pp | 10.63%-15.2pp | 173.45%-178.0pp |
| Employer contribution / active EE | $5,550 | $2,931+89.3% | $3,379+64.3% | $2,499+122.1% |
| Participant deferral / active EE | $8,078 | $6,759+19.5% | $5,565+45.2% | $4,033+100.3% |
| Admin fee / account holder | $75 | $75+0.1% | $7,510-99.0% | $68+10.0% |