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 |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,144 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,098 |
PROGRESSIVE PENSION ADMIN., INC.5+ years Service code 13 4560 VIA ROYALE, SUITE 4A · FORT MYERS, FL 33919 | Contract Administrator | $380 |
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 | $124,603 | $136,307-8.6% | $177,821-29.9% | $73,488+69.6% |
| Participation rate | 94.4% | 86.1%+8.3pp | 87.7%+6.6pp | 70.7%+23.7pp |
| Annual return | 23.38% | 18.68%+4.7pp | 48.32%-24.9pp | 28.51%-5.1pp |
| Employer contribution / active EE | $4,078 | $3,712+9.9% | $5,918-31.1% | $2,270+79.6% |
| Participant deferral / active EE | $9,024 | $5,829+54.8% | $7,714+17.0% | $3,740+141.3% |
| Admin fee / account holder | $30 | $596-94.9% | $12,427-99.8% | $513-94.1% |