Filed March 31, 2009 (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 | $124,994 |
Service code 99 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Other Fees | $95,355 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $23,671 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,742 | $66,528+18.4% | $86,874-9.4% | $86,799-9.3% |
| Participation rate | 93.4% | 72.4%+21.1pp | 71.6%+21.8pp | 72.3%+21.2pp |
| Annual return | 10.74% | 19.56%-8.8pp | 63.52%-52.8pp | 97.91%-87.2pp |
| Employer contribution / active EE | $3,333 | $2,007+66.1% | $2,495+33.6% | $2,405+38.6% |
| Participant deferral / active EE | $6,258 | $3,240+93.2% | $3,699+69.2% | $4,131+51.5% |
| Admin fee / account holder | $198 | $148+33.6% | $5,828-96.6% | $170+16.7% |