Filed January 22, 2026 (most recent of 4 filings on file)
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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,276 |
Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $22,246 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,032 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,276 | $98,982-39.1% | $162,163-62.8% | $65,185-7.5% |
| Participation rate | 96.2% | 85.8%+10.4pp | 87.6%+8.6pp | 70.2%+26.0pp |
| Annual return | 18.01% | 24.84%-6.8pp | 115.59%-97.6pp | 29.38%-11.4pp |
| Employer contribution / active EE | $2,618 | $3,467-24.5% | $5,614-53.4% | $2,177+20.3% |
| Participant deferral / active EE | $4,228 | $5,384-21.5% | $7,298-42.1% | $3,514+20.3% |
| Admin fee / account holder | $293 | $596-51.0% | $10,843-97.3% | $847-65.5% |