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 | $912 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $27 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $36,517 | $76,367-52.2% | $93,606-61.0% | $72,985-50.0% |
| Participation rate | 73.5% | 71.7%+1.8pp | 75.8%-2.3pp | 69.5%+4.0pp |
| Annual return | 23.27% | 25.82%-2.5pp | 32.76%-9.5pp | 81.00%-57.7pp |
| Employer contribution / active EE | $215 | $2,275-90.5% | $2,718-92.1% | $2,440-91.2% |
| Participant deferral / active EE | $2,141 | $3,538-39.5% | $4,069-47.4% | $3,607-40.7% |
| Admin fee / account holder | $9 | $6,838-99.9% | $7,888-99.9% | $5,124-99.8% |