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 | $12,485 |
Service code 27 353 N CLARK ST · CHICAGO, IL 60654 | Advisory (Plan) | $6,300 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $538 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,251 | $98,750-66.3% | $149,696-77.8% | $79,858-58.4% |
| Participation rate | 88.7% | 75.8%+13.0pp | 82.5%+6.3pp | 69.6%+19.1pp |
| Annual return | 15.30% | 27.43%-12.1pp | 276.60%-261.3pp | 31.71%-16.4pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,282 | $5,680-24.6% | $6,842-37.4% | $3,740+14.5% |
| Admin fee / account holder | $210 | $6,053-96.5% | $9,309-97.7% | $5,306-96.0% |