Filed July 20, 2018
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 | $1,460 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $374 |
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 | $64,272 | $91,517-29.8% | $101,248-36.5% | $73,409-12.4% |
| Participation rate | 93.9% | 73.8%+20.2pp | 75.8%+18.1pp | 72.2%+21.8pp |
| Annual return | 16.81% | 17.17%-0.4pp | 46.47%-29.7pp | 59.29%-42.5pp |
| Employer contribution / active EE | $1,580 | $2,877-45.1% | $3,660-56.8% | $2,234-29.3% |
| Participant deferral / active EE | $6,904 | $3,338+106.8% | $4,370+58.0% | $3,805+81.4% |
| Admin fee / account holder | $7 | $216-97.0% | $5,945-99.9% | $158-95.8% |