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) | $1,085,616 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $476,562 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $5,700 |
Filed as: GWFS EQUITIES INC Service code 26 · EIN 84-0965407 | Advisory (Participants) | $5,220 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,473 | $159,295+23.3% | $108,410+81.2% | $106,520+84.4% |
| Participation rate | 89.1% | 85.5%+3.6pp | 80.1%+9.0pp | 71.3%+17.8pp |
| Annual return | 15.99% | 17.79%-1.8pp | 905.27%-889.3pp | 19.28%-3.3pp |
| Employer contribution / active EE | $5,601 | $3,803+47.3% | $3,558+57.4% | $2,840+97.2% |
| Participant deferral / active EE | $9,388 | $9,3920% | $6,563+43.1% | $4,948+89.7% |
| Admin fee / account holder | $82 | $99-16.4% | $7,295-98.9% | $75+10.7% |