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) | $218,851 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $69,500 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 27 · EIN 12-2919773 | Advisory (Plan) | $42,500 |
ERNST & YOUNG LLP1 year Service code 10 · EIN 34-6565596 | Accounting | $28,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $90,036 | $61,125+47.3% | $108,579-17.1% | $63,975+40.7% |
| Participation rate | 97.2% | 80.5%+16.6pp | 79.6%+17.6pp | 71.1%+26.0pp |
| Annual return | 6.26% | 14.06%-7.8pp | -51.70%+58.0pp | 48.65%-42.4pp |
| Employer contribution / active EE | $2,103 | $2,237-6.0% | $3,758-44.0% | $2,182-3.6% |
| Participant deferral / active EE | $3,850 | $3,574+7.7% | $4,311-10.7% | $3,356+14.7% |
| Admin fee / account holder | $125 | $72+74.1% | $7,645-98.4% | $70+77.9% |