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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.
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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 | $6,360 |
WR WEALTH PLANNERS LLC1 year Service code 27 200 E SOUTHAMPTON DR STE 101 · COLUMBIA, MO 65203 | Advisory (Plan) | $1,003 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $38 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,793 | $54,573-65.6% | $90,951-79.3% | $73,488-74.4% |
| Participation rate | 63.0% | 61.2%+1.8pp | 69.0%-6.0pp | 70.7%-7.7pp |
| Annual return | 20.70% | 16.69%+4.0pp | 134.60%-113.9pp | 28.51%-7.8pp |
| Employer contribution / active EE | $1,588 | $991+60.2% | $2,122-25.2% | $2,270-30.0% |
| Participant deferral / active EE | $2,928 | $2,517+16.3% | $3,373-13.2% | $3,740-21.7% |
| Admin fee / account holder | $81 | $521-84.4% | $5,959-98.6% | $513-84.1% |