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 27 · EIN 84-1532243 | Advisory (Plan) | $109,474 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $65,707 |
GRANT THORNTON LLP4+ years Service code 10 · EIN 36-6055558 | Accounting | $53,025 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $48,269 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,112 | $120,075-2.5% | $90,782+29.0% | $55,725+110.2% |
| Participation rate | 93.4% | 88.0%+5.4pp | 82.7%+10.8pp | 70.9%+22.6pp |
| Annual return | -3.82% | -3.47%-0.3pp | -3.42%-0.4pp | 244.93%-248.7pp |
| Employer contribution / active EE | $3,356 | $4,693-28.5% | $4,105-18.3% | $2,078+61.5% |
| Participant deferral / active EE | $4,568 | $6,826-33.1% | $5,366-14.9% | $3,356+36.1% |
| Admin fee / account holder | $309 | $111+176.9% | $5,908-94.8% | $115+167.9% |