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 6-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 | $5,842 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19 |
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 | $36,722 | $89,355-58.9% | $141,162-74.0% | $72,985-49.7% |
| Participation rate | 82.3% | 75.1%+7.2pp | 82.5%-0.2pp | 69.5%+12.8pp |
| Annual return | 0.00% | 111.85%-111.8pp | 71.39%-71.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $2,570 | $3,114-17.5% | $4,735-45.7% | $2,440+5.3% |
| Participant deferral / active EE | $3,923 | $5,418-27.6% | $6,709-41.5% | $3,607+8.7% |
| Admin fee / account holder | $56 | $5,958-99.1% | $10,261-99.5% | $5,124-98.9% |