Filed October 30, 2020
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSET GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $52,863 |
Service code 13 435 NEW KARNER ROAD · ALBANY, NY 12205 | Contract Administrator | $14,487 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $89,927 | $78,419+14.7% | $133,956-32.9% | $73,409+22.5% |
| Participation rate | 60.9% | 78.6%-17.7pp | 79.8%-18.9pp | 72.2%-11.3pp |
| Annual return | 4.62% | 33.35%-28.7pp | 45.09%-40.5pp | 59.29%-54.7pp |
| Employer contribution / active EE | $1,290 | $2,044-36.9% | $3,919-67.1% | $2,234-42.3% |
| Participant deferral / active EE | $3,411 | $3,925-13.1% | $5,048-32.4% | $3,805-10.4% |
| Admin fee / account holder | $172 | $161+6.7% | $8,927-98.1% | $158+9.0% |