Filed May 7, 1997
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) | $11,604 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $11,604 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,324 | $78,339+140.4% | $85,682+119.8% | $93,030+102.4% |
| Participation rate | 98.0% | 72.5%+25.5pp | 69.9%+28.1pp | 73.9%+24.1pp |
| Annual return | 13.75% | 21.17%-7.4pp | 21.49%-7.7pp | 158.70%-144.9pp |
| Employer contribution / active EE | $3,458 | $2,560+35.1% | $2,618+32.1% | $2,706+27.8% |
| Participant deferral / active EE | $4,604 | $3,882+18.6% | $3,923+17.4% | $4,562+0.9% |
| Admin fee / account holder | $5 | $104-95.0% | $6,873-99.9% | $152-96.6% |