Filed June 12, 2017 (most recent of 2 filings on file)
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 | $57,745 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $19,518 |
HOGANTAYLOR LLP1 year Service code 10 · EIN 73-1413977 | Accounting | $15,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $79,196 | $105,247-24.8% | $87,100-9.1% | $77,787+1.8% |
| Participation rate | 99.2% | 85.8%+13.4pp | 76.9%+22.3pp | 73.2%+26.0pp |
| Annual return | 22.58% | 24.52%-1.9pp | 28.19%-5.6pp | 32.57%-10.0pp |
| Employer contribution / active EE | $4,572 | $2,895+57.9% | $2,521+81.3% | $2,504+82.5% |
| Participant deferral / active EE | $6,904 | $5,060+36.4% | $4,049+70.5% | $3,967+74.0% |
| Admin fee / account holder | $74 | $104-29.5% | $7,497-99.0% | $100-26.4% |