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 | $10,394 |
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $8,238 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,563 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,123 | $98,750-56.3% | $149,696-71.2% | $79,858-46.0% |
| Participation rate | 80.3% | 75.8%+4.6pp | 82.5%-2.1pp | 69.6%+10.7pp |
| Annual return | 13.13% | 27.43%-14.3pp | 276.60%-263.5pp | 31.71%-18.6pp |
| Employer contribution / active EE | $634 | $3,216-80.3% | $4,644-86.3% | $2,471-74.3% |
| Participant deferral / active EE | $2,737 | $5,680-51.8% | $6,842-60.0% | $3,740-26.8% |
| Admin fee / account holder | $297 | $6,053-95.1% | $9,309-96.8% | $5,306-94.4% |