Filed January 29, 2020
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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,903 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,199 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $113,387 | $55,214+105.4% | $104,607+8.4% | $73,488+54.3% |
| Participation rate | 84.5% | 67.8%+16.6pp | 74.1%+10.4pp | 70.7%+13.8pp |
| Annual return | 14.35% | 24.79%-10.4pp | 340.46%-326.1pp | 28.51%-14.2pp |
| Employer contribution / active EE | $3,037 | $1,468+106.9% | $2,681+13.3% | $2,270+33.8% |
| Participant deferral / active EE | $5,501 | $2,925+88.1% | $3,740+47.1% | $3,740+47.1% |
| Admin fee / account holder | $135 | $424-68.2% | $6,473-97.9% | $513-73.7% |