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 8-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 | $22,193 |
Service code 13 · EIN 20-4780677 | Contract Administrator | $12,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,846 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,697 | $46,292-70.4% | $143,757-90.5% | $64,808-78.9% |
| Participation rate | 83.0% | 64.2%+18.8pp | 80.3%+2.7pp | 71.5%+11.6pp |
| Annual return | -13.26% | -10.05%-3.2pp | -0.04%-13.2pp | 32.82%-46.1pp |
| Employer contribution / active EE | $1,293 | $1,910-32.3% | $4,951-73.9% | $2,506-48.4% |
| Participant deferral / active EE | $1,848 | $2,646-30.1% | $5,637-67.2% | $4,310-57.1% |
| Admin fee / account holder | $73 | $154-52.2% | $14,673-99.5% | $188-60.9% |