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 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $71,864 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,975 |
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 | $42,015 | $74,024-43.2% | $77,999-46.1% | $57,658-27.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 75.5%+24.5pp | 70.2%+29.8pp |
| Annual return | 12.42% | 12.14%+0.3pp | 425.96%-413.5pp | 5.13%+7.3pp |
| Employer contribution / active EE | $2,883 | $2,365+21.9% | $2,470+16.7% | $1,974+46.1% |
| Participant deferral / active EE | $2,678 | $3,533-24.2% | $3,497-23.4% | $3,061-12.5% |
| Admin fee / account holder | $111 | $93+19.0% | $5,480-98.0% | $95+17.3% |