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 | $42,356 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $30,535 |
HOGANTAYLOR LLP2 years Service code 10 · EIN 73-1413977 | Accounting | $5,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $87,927 | $79,519+10.6% | $95,952-8.4% | $73,409+19.8% |
| Participation rate | 98.7% | 81.2%+17.6pp | 77.1%+21.7pp | 72.2%+26.6pp |
| Annual return | 14.86% | 19.20%-4.3pp | 91.61%-76.8pp | 59.29%-44.4pp |
| Employer contribution / active EE | $2,380 | $2,048+16.2% | $2,541-6.3% | $2,234+6.6% |
| Participant deferral / active EE | $6,905 | $4,138+66.9% | $4,167+65.7% | $3,805+81.5% |
| Admin fee / account holder | $64 | $184-65.2% | $6,795-99.1% | $158-59.4% |