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 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $26,091 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,588 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,518 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $71,199 | $136,307-47.8% | $177,821-60.0% | $73,488-3.1% |
| Participation rate | 94.4% | 86.1%+8.3pp | 87.7%+6.7pp | 70.7%+23.8pp |
| Annual return | 16.41% | 18.68%-2.3pp | 48.32%-31.9pp | 28.51%-12.1pp |
| Employer contribution / active EE | $2,704 | $3,712-27.2% | $5,918-54.3% | $2,270+19.1% |
| Participant deferral / active EE | $4,484 | $5,829-23.1% | $7,714-41.9% | $3,740+19.9% |
| Admin fee / account holder | $284 | $596-52.3% | $12,427-97.7% | $513-44.6% |