Filed April 2, 2008 (most recent of 3 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 |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $124,570 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $30,051 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,051 | $143,525-32.4% | $379,746-74.4% | $90,288+7.5% |
| Participation rate | 80.1% | 82.9%-2.8pp | 78.4%+1.7pp | 73.4%+6.8pp |
| Annual return | 8.83% | 18.97%-10.1pp | 34.90%-26.1pp | 53.97%-45.1pp |
| Employer contribution / active EE | $1,692 | $3,201-47.1% | $3,540-52.2% | $2,524-33.0% |
| Participant deferral / active EE | $4,209 | $5,231-19.5% | $6,024-30.1% | $4,232-0.5% |
| Admin fee / account holder | $73 | $100-27.4% | $7,927-99.1% | $114-36.1% |