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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $890,174 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $379,075 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $196,566 |
Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 1701 MARKET ST · PHILADELPHIA, PA 191032921 | Legal | $12,749 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Shareholder ser... | $2,075 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,557 | $144,996+14.9% | $111,297+49.7% | $93,030+79.0% |
| Participation rate | 95.3% | 86.2%+9.2pp | 77.3%+18.0pp | 73.9%+21.4pp |
| Annual return | 16.17% | 18.26%-2.1pp | 54.65%-38.5pp | 158.70%-142.5pp |
| Employer contribution / active EE | $6,967 | $3,056+128.0% | $2,731+155.1% | $2,706+157.5% |
| Participant deferral / active EE | $9,358 | $5,587+67.5% | $4,487+108.5% | $4,562+105.1% |
| Admin fee / account holder | $227 | $103+119.5% | $7,964-97.1% | $152+49.7% |