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 27 353 N CLARK ST · CHICAGO, IL 60654 | Advisory (Plan) | $41,287 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,526 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,382 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $35,422 | $88,122-59.8% | $141,162-74.9% | $67,579-47.6% |
| Participation rate | 76.8% | 76.5%+0.4pp | 82.5%-5.6pp | 71.3%+5.6pp |
| Annual return | 36.47% | 75.40%-38.9pp | 71.39%-34.9pp | 378.56%-342.1pp |
| Employer contribution / active EE | $2,206 | $3,224-31.6% | $4,735-53.4% | $2,148+2.7% |
| Participant deferral / active EE | $6,335 | $5,958+6.3% | $6,709-5.6% | $3,539+79.0% |
| Admin fee / account holder | $210 | $131+60.5% | $10,261-98.0% | $142+47.6% |