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 | $66,097 |
Service code 13 435 NEW KARNER ROAD · ALBANY, NY 12205 | Contract Administrator | $16,986 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $112,069 | $86,225+30.0% | $146,665-23.6% | $86,799+29.1% |
| Participation rate | 63.6% | 78.0%-14.4pp | 80.1%-16.5pp | 72.3%-8.7pp |
| Annual return | 27.69% | 31.23%-3.5pp | 22.74%+4.9pp | 97.91%-70.2pp |
| Employer contribution / active EE | $1,376 | $2,392-42.5% | $4,136-66.7% | $2,405-42.8% |
| Participant deferral / active EE | $3,832 | $4,245-9.7% | $5,506-30.4% | $4,131-7.2% |
| Admin fee / account holder | $203 | $195+4.1% | $10,280-98.0% | $170+19.9% |