Filed January 3, 1996 (most recent of 2 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) | $541,208 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $366,930 |
HYAS GROUP, LLC3 years Service code 16 108 NW 9TH AVENUE, SUITE 203 · PORTLAND, OR 97209 | Consulting | $83,887 |
MOSS ADAMS LLP4+ years Service code 10 PO BOX 748369 · LOS ANGELES, CA 900748369 | Accounting | $28,665 |
CHARLES SCHWAB & CO., INC.4+ years Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $228,648 | $78,852+190.0% | $76,768+197.8% | $75,289+203.7% |
| Participation rate | 97.2% | 85.0%+12.2pp | 77.0%+20.2pp | 72.4%+24.7pp |
| Annual return | -6.49% | -1.29%-5.2pp | 2.43%-8.9pp | -0.04%-6.4pp |
| Employer contribution / active EE | $5,099 | $2,794+82.5% | $2,485+105.2% | $2,405+112.0% |
| Participant deferral / active EE | $16,791 | $4,800+249.8% | $3,852+336.0% | $3,739+349.1% |
| Admin fee / account holder | $167 | $79+111.6% | $6,675-97.5% | $102+63.4% |