Filed December 17, 2015
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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,034 |
Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $28,001 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,882 |
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 | $22,653 | $41,617-45.6% | $84,611-73.2% | $77,787-70.9% |
| Participation rate | 15.5% | 45.0%-29.5pp | 68.2%-52.7pp | 73.2%-57.7pp |
| Annual return | 20.24% | 24.97%-4.7pp | 258.74%-238.5pp | 32.57%-12.3pp |
| Employer contribution / active EE | $256 | $1,061-75.8% | $2,652-90.3% | $2,504-89.8% |
| Participant deferral / active EE | $559 | $2,129-73.8% | $3,899-85.7% | $3,967-85.9% |
| Admin fee / account holder | $136 | $121+12.7% | $4,912-97.2% | $100+36.3% |