Filed January 29, 2020
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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.
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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 | $25,242 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,041 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,036 | $60,488+100.1% | $109,895+10.1% | $79,386+52.5% |
| Participation rate | 88.3% | 67.0%+21.3pp | 74.2%+14.1pp | 70.7%+17.6pp |
| Annual return | 13.12% | 189.57%-176.5pp | 29.45%-16.3pp | 116.85%-103.7pp |
| Employer contribution / active EE | $3,297 | $1,649+99.9% | $2,842+16.0% | $2,427+35.8% |
| Participant deferral / active EE | $6,261 | $3,220+94.4% | $4,048+54.7% | $4,046+54.8% |
| Admin fee / account holder | $170 | $605-71.9% | $6,066-97.2% | $626-72.8% |