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 | $52,586 |
Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $32,951 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,298 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,874 | $46,219-35.4% | $89,391-66.6% | $90,288-66.9% |
| Participation rate | 17.7% | 44.9%-27.2pp | 68.0%-50.3pp | 73.4%-55.6pp |
| Annual return | 14.49% | 25.71%-11.2pp | 245.62%-231.1pp | 53.97%-39.5pp |
| Employer contribution / active EE | $122 | $953-87.2% | $2,586-95.3% | $2,524-95.2% |
| Participant deferral / active EE | $589 | $2,136-72.5% | $3,890-84.9% | $4,232-86.1% |
| Admin fee / account holder | $207 | $147+40.9% | $4,881-95.8% | $114+81.4% |