Filed June 29, 2010 (most recent of 2 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, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $143,011 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $87,947 |
GRANT THORNTON LLP5+ years Service code 10 · EIN 36-6055558 | Accounting | $51,850 |
Filed as: TOWERS WATSON INVESTMENT SERVICES I Service code 27 · EIN 52-1868818 | Advisory (Plan) | $48,251 |
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 | $211,477 | $174,559+21.1% | $105,387+100.7% | $67,579+212.9% |
| Participation rate | 98.4% | 88.2%+10.2pp | 82.6%+15.8pp | 71.3%+27.1pp |
| Annual return | 21.74% | 23.63%-1.9pp | 26.82%-5.1pp | 378.56%-356.8pp |
| Employer contribution / active EE | $7,242 | $4,874+48.6% | $4,213+71.9% | $2,148+237.2% |
| Participant deferral / active EE | $9,637 | $7,563+27.4% | $5,502+75.2% | $3,539+172.3% |
| Admin fee / account holder | $249 | $270-7.9% | $6,559-96.2% | $142+74.9% |