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 | $104,477 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $64,868 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,662 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,872 | $185,342-5.6% | $111,297+57.1% | $86,799+101.5% |
| Participation rate | 98.8% | 81.0%+17.8pp | 77.3%+21.5pp | 72.3%+26.5pp |
| Annual return | 13.66% | 500.80%-487.1pp | 54.65%-41.0pp | 97.91%-84.2pp |
| Employer contribution / active EE | $6,418 | $2,246+185.7% | $2,731+135.0% | $2,405+166.8% |
| Participant deferral / active EE | $6,244 | $4,458+40.1% | $4,487+39.2% | $4,131+51.2% |
| Admin fee / account holder | $438 | $255+71.5% | $7,964-94.5% | $170+158.3% |