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 | $888 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $120 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INC MORNINGSTAR ASSOCIA Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,888 | $81,208-55.8% | $98,907-63.7% | $79,858-55.1% |
| Participation rate | 75.3% | 72.5%+2.8pp | 76.0%-0.7pp | 69.6%+5.7pp |
| Annual return | 14.67% | 60.99%-46.3pp | 196.43%-181.8pp | 31.71%-17.0pp |
| Employer contribution / active EE | $405 | $1,960-79.3% | $2,689-84.9% | $2,471-83.6% |
| Participant deferral / active EE | $2,219 | $3,265-32.0% | $4,244-47.7% | $3,740-40.7% |
| Admin fee / account holder | $9 | $6,013-99.9% | $6,642-99.9% | $5,306-99.8% |