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 | $37,760 |
KESTRA INVESTMENT SERVICES LLC4+ years Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $25,330 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $209 |
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 | $31,105 | $86,332-64.0% | $125,175-75.2% | $65,185-52.3% |
| Participation rate | 94.6% | 75.3%+19.3pp | 79.8%+14.8pp | 70.2%+24.4pp |
| Annual return | 20.62% | 27.43%-6.8pp | 43.79%-23.2pp | 29.38%-8.8pp |
| Employer contribution / active EE | $1,771 | $2,040-13.2% | $3,865-54.2% | $2,177-18.7% |
| Participant deferral / active EE | $5,009 | $3,537+41.6% | $4,937+1.5% | $3,514+42.6% |
| Admin fee / account holder | $130 | $609-78.6% | $9,702-98.7% | $847-84.6% |