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) | $165,598 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $84,898 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON INVESTMENT SERVICES I Service code 27 · EIN 52-1868818 875 THIRD AVE · NEW YORK, NY 10022 | Advisory (Plan) | $48,817 |
GRANT THORNTON LLP6+ years Service code 10 · EIN 36-6055558 33562 TREASURY CENTER · CHICAGO, IL 606943500 | Accounting | $43,050 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $238,607 | $160,088+49.0% | $112,977+111.2% | $73,409+225.0% |
| Participation rate | 97.9% | 90.7%+7.1pp | 82.6%+15.3pp | 72.2%+25.7pp |
| Annual return | 13.25% | 17.93%-4.7pp | 24.24%-11.0pp | 59.29%-46.0pp |
| Employer contribution / active EE | $7,894 | $5,200+51.8% | $4,255+85.5% | $2,234+253.4% |
| Participant deferral / active EE | $10,195 | $8,024+27.1% | $5,836+74.7% | $3,805+167.9% |
| Admin fee / account holder | $266 | $133+100.7% | $6,294-95.8% | $158+68.7% |