Filed May 17, 2021 (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 |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $58,316 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $24,448 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $59,926 | $71,957-16.7% | $67,652-11.4% | $59,188+1.2% |
| Participation rate | 49.3% | 82.7%-33.4pp | 75.7%-26.4pp | 69.4%-20.1pp |
| Annual return | -0.36% | 8.53%-8.9pp | 6625.04%-6625.4pp | 5.51%-5.9pp |
| Employer contribution / active EE | $1,408 | $2,432-42.1% | $2,266-37.8% | $2,098-32.9% |
| Participant deferral / active EE | $2,484 | $4,211-41.0% | $3,560-30.2% | $3,265-23.9% |
| Admin fee / account holder | $46 | $64-27.6% | $4,821-99.0% | $92-49.6% |