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 NORTH CLARK STREET · CHICAGO, IL 60654 | Advisory (Plan) | $53,471 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,566 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,414 |
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 | $46,173 | $100,801-54.2% | $149,696-69.2% | $73,409-37.1% |
| Participation rate | 80.4% | 77.7%+2.7pp | 82.5%-2.1pp | 72.2%+8.2pp |
| Annual return | 22.41% | 265.34%-242.9pp | 276.60%-254.2pp | 59.29%-36.9pp |
| Employer contribution / active EE | $801 | $3,312-75.8% | $4,644-82.8% | $2,234-64.2% |
| Participant deferral / active EE | $6,330 | $6,404-1.2% | $6,842-7.5% | $3,805+66.3% |
| Admin fee / account holder | $292 | $181+61.6% | $9,309-96.9% | $158+85.1% |