Filed February 21, 2006 (most recent of 4 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) | $44,229 |
COWEN & COMPANY LLC1 year Service code 71 · EIN 84-1702964 | Brokerage Fees | $7,699 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $2,094 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $262,786 | $77,197+240.4% | $86,874+202.5% | $93,030+182.5% |
| Participation rate | 98.0% | 78.2%+19.8pp | 71.6%+26.4pp | 73.9%+24.1pp |
| Annual return | 13.31% | 16.31%-3.0pp | 63.52%-50.2pp | 158.70%-145.4pp |
| Employer contribution / active EE | $5,036 | $2,514+100.3% | $2,495+101.8% | $2,706+86.1% |
| Participant deferral / active EE | $9,385 | $3,831+145.0% | $3,699+153.7% | $4,562+105.7% |
| Admin fee / account holder | $18 | $105-82.7% | $5,828-99.7% | $152-88.1% |