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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,651 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,037 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $21,246 | $52,670-59.7% | $90,404-76.5% | $73,409-71.1% |
| Participation rate | 48.3% | 67.7%-19.4pp | 72.7%-24.4pp | 72.2%-23.9pp |
| Annual return | 16.58% | 20.70%-4.1pp | 1293.02%-1276.4pp | 59.29%-42.7pp |
| Employer contribution / active EE | $490 | $1,872-73.8% | $3,262-85.0% | $2,234-78.1% |
| Participant deferral / active EE | $743 | $2,807-73.5% | $3,963-81.3% | $3,805-80.5% |
| Admin fee / account holder | $52 | $117-55.7% | $5,611-99.1% | $158-67.2% |