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 7-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 | $17,071 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $8,254 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $470 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,501 | $52,293-89.5% | $178,490-96.9% | $73,409-92.5% |
| Participation rate | 70.3% | 65.3%+4.9pp | 81.9%-11.7pp | 72.2%-1.9pp |
| Annual return | 19.65% | 34.75%-15.1pp | 151.07%-131.4pp | 59.29%-39.6pp |
| Employer contribution / active EE | $175 | $1,735-89.9% | $5,011-96.5% | $2,234-92.2% |
| Participant deferral / active EE | $1,053 | $2,332-54.9% | $5,202-79.8% | $3,805-72.3% |
| Admin fee / account holder | $42 | $127-66.7% | $13,984-99.7% | $158-73.1% |