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 |
|---|---|---|
Filed as: ADVISED ASSETS GROUP Service code 26 · EIN 84-1532243 | Advisory (Participants) | $827,280 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $553,109 |
Filed as: GWFS EQUITIES INC Service code 26 · EIN 84-0965407 | Advisory (Participants) | $6,319 |
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 | $176,276 | $139,618+26.3% | $100,516+75.4% | $106,222+66.0% |
| Participation rate | 89.8% | 83.2%+6.6pp | 79.4%+10.4pp | 70.8%+19.0pp |
| Annual return | 18.32% | 22.24%-3.9pp | 30.89%-12.6pp | 21.69%-3.4pp |
| Employer contribution / active EE | $6,365 | $3,379+88.4% | $3,418+86.2% | $2,723+133.7% |
| Participant deferral / active EE | $9,212 | $8,459+8.9% | $6,270+46.9% | $4,600+100.3% |
| Admin fee / account holder | $74 | $91-18.4% | $8,081-99.1% | $78-5.4% |