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 99 17 COBBLESTONE CIRCLE · NORTH ANDOVER, MA 01845 | Other Fees | $137,451 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,542 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $133,157 | $86,225+54.4% | $146,665-9.2% | $86,799+53.4% |
| Participation rate | 98.8% | 78.0%+20.8pp | 80.1%+18.8pp | 72.3%+26.5pp |
| Annual return | 20.47% | 31.23%-10.8pp | 22.74%-2.3pp | 97.91%-77.4pp |
| Employer contribution / active EE | $7,549 | $2,392+215.6% | $4,136+82.5% | $2,405+213.8% |
| Participant deferral / active EE | $15,268 | $4,245+259.7% | $5,506+177.3% | $4,131+269.6% |
| Admin fee / account holder | $401 | $195+105.6% | $10,280-96.1% | $170+136.8% |