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 |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $559,453 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $458,808 |
Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $85,000 |
BAKER TILLY US, LLP3+ years Filed as: BAKER TILLY VIRCHOW KRAUSE LLP Service code 10 · EIN 11-3046497 | Accounting | $13,061 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $112,100 | $88,730+26.3% | $82,313+36.2% | $77,958+43.8% |
| Participation rate | 91.6% | 84.5%+7.0pp | 76.9%+14.7pp | 71.6%+19.9pp |
| Annual return | 21.92% | 20.88%+1.0pp | 25.88%-4.0pp | 20.87%+1.0pp |
| Employer contribution / active EE | $5,668 | $2,758+105.5% | $2,428+133.4% | $2,310+145.3% |
| Participant deferral / active EE | $7,671 | $4,634+65.5% | $3,706+107.0% | $3,537+116.9% |
| Admin fee / account holder | $187 | $74+152.8% | $5,608-96.7% | $97+92.0% |