See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,910 |
VALMARK ADVISERS INC5 years Service code 27 130 SPRINGSIDE DRIVE STE 300 · AKRON, OH 44333 | Advisory (Plan) | $30,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,068 |
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 | $41,491 | $55,125-24.7% | $109,895-62.2% | $86,799-52.2% |
| Participation rate | 85.5% | 70.1%+15.4pp | 74.2%+11.3pp | 72.3%+13.2pp |
| Annual return | 18.74% | 26.20%-7.5pp | 29.45%-10.7pp | 97.91%-79.2pp |
| Employer contribution / active EE | $535 | $1,558-65.6% | $2,842-81.2% | $2,405-77.7% |
| Participant deferral / active EE | $2,075 | $3,337-37.8% | $4,048-48.7% | $4,131-49.8% |
| Admin fee / account holder | $169 | $141+19.9% | $6,066-97.2% | $170-0.3% |