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) | $234,113 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $124,497 |
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 | $52,207 | $67,228-22.3% | $117,854-55.7% | $77,958-33.0% |
| Participation rate | 96.9% | 79.4%+17.5pp | 79.7%+17.3pp | 71.6%+25.3pp |
| Annual return | 15.40% | 19.13%-3.7pp | 335.08%-319.7pp | 20.87%-5.5pp |
| Employer contribution / active EE | $2,103 | $2,211-4.9% | $3,786-44.5% | $2,310-9.0% |
| Participant deferral / active EE | $3,686 | $3,653+0.9% | $4,482-17.7% | $3,537+4.2% |
| Admin fee / account holder | $65 | $76-14.5% | $8,020-99.2% | $97-33.4% |