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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $63,243 |
APW CAPITAL INC4 years Service code 55 100 ENTERPRISE DR STE 504 · ROCKAWAY, NJ 07866 | Other Commissions | $43,880 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,100 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $109,187 | $104,475+4.5% | $159,436-31.5% | $79,386+37.5% |
| Participation rate | 72.2% | 76.6%-4.4pp | 82.8%-10.6pp | 70.7%+1.5pp |
| Annual return | 16.09% | 67.95%-51.9pp | 263.57%-247.5pp | 116.85%-100.8pp |
| Employer contribution / active EE | $650 | $3,417-81.0% | $4,829-86.5% | $2,427-73.2% |
| Participant deferral / active EE | $8,763 | $6,467+35.5% | $7,352+19.2% | $4,046+116.6% |
| Admin fee / account holder | $403 | $711-43.3% | $10,799-96.3% | $626-35.7% |