Filed September 8, 2006
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) | $230,176 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 27 · EIN 12-2919773 | Advisory (Plan) | $85,000 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $74,123 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $68,706 | $74,498-7.8% | $94,224-27.1% | $59,188+16.1% |
| Participation rate | 98.2% | 76.8%+21.4pp | 78.8%+19.4pp | 69.4%+28.8pp |
| Annual return | 0.36% | 2.76%-2.4pp | 10.68%-10.3pp | 5.51%-5.1pp |
| Employer contribution / active EE | $2,203 | $2,077+6.0% | $3,587-38.6% | $2,098+5.0% |
| Participant deferral / active EE | $3,976 | $3,433+15.8% | $4,320-8.0% | $3,265+21.8% |
| Admin fee / account holder | $99 | $103-3.7% | $6,269-98.4% | $92+7.5% |