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 Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $44,233 |
SAGEPOINT FINANCIAL INC2 years Service code 27 20 EAST THOMAS RD STE 2000 · PHOENIX, AZ 85012 | Advisory (Plan) | $24,051 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,307 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $88,686 | $86,332+2.7% | $125,175-29.2% | $65,185+36.1% |
| Participation rate | 77.7% | 75.3%+2.4pp | 79.8%-2.1pp | 70.2%+7.5pp |
| Annual return | 22.83% | 27.43%-4.6pp | 43.79%-21.0pp | 29.38%-6.6pp |
| Employer contribution / active EE | $2,592 | $2,040+27.1% | $3,865-33.0% | $2,177+19.1% |
| Participant deferral / active EE | $5,165 | $3,537+46.0% | $4,937+4.6% | $3,514+47.0% |
| Admin fee / account holder | $456 | $609-25.2% | $9,702-95.3% | $847-46.2% |