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 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,439 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $994 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $45,441 | $91,552-50.4% | $133,956-66.1% | $79,858-43.1% |
| Participation rate | 75.9% | 73.3%+2.5pp | 79.8%-4.0pp | 69.6%+6.2pp |
| Annual return | 1.47% | 61.85%-60.4pp | 45.09%-43.6pp | 31.71%-30.2pp |
| Employer contribution / active EE | $1,922 | $2,384-19.4% | $3,919-50.9% | $2,471-22.2% |
| Participant deferral / active EE | $421 | $3,733-88.7% | $5,048-91.7% | $3,740-88.7% |
| Admin fee / account holder | $22 | $6,321-99.7% | $8,927-99.8% | $5,306-99.6% |