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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $33,252 |
Filed as: ADVISED ASSETS GROUP Service code 26 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $15,025 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
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 | $130,261 | $88,515+47.2% | $162,163-19.7% | $67,579+92.8% |
| Participation rate | 96.3% | 86.8%+9.5pp | 87.6%+8.7pp | 71.3%+25.0pp |
| Annual return | 31.12% | 27.04%+4.1pp | 115.59%-84.5pp | 378.56%-347.4pp |
| Employer contribution / active EE | $25,702 | $3,563+621.3% | $5,614+357.8% | $2,148+1096.7% |
| Participant deferral / active EE | $7,281 | $5,724+27.2% | $7,298-0.2% | $3,539+105.7% |
| Admin fee / account holder | $76 | $124-38.8% | $10,843-99.3% | $142-46.8% |