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 |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $52,892 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,658 |
ROBERTSON & ROBERTSON, PLLC6+ years Service code 10 800 WILCREST DRIVE STE 205 · HOUSTON, TX 77042 | Accounting | $11,978 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,091 | $100,801-53.3% | $149,696-68.5% | $73,409-35.9% |
| Participation rate | 88.0% | 77.7%+10.3pp | 82.5%+5.5pp | 72.2%+15.8pp |
| Annual return | 16.93% | 265.34%-248.4pp | 276.60%-259.7pp | 59.29%-42.4pp |
| Employer contribution / active EE | $3,114 | $3,312-6.0% | $4,644-33.0% | $2,234+39.4% |
| Participant deferral / active EE | $4,306 | $6,404-32.8% | $6,842-37.1% | $3,805+13.2% |
| Admin fee / account holder | $140 | $181-22.8% | $9,309-98.5% | $158-11.6% |