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 | $54,775 |
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $38,128 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,148 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,154 | $185,342-81.6% | $111,297-69.3% | $86,799-60.7% |
| Participation rate | 87.0% | 81.0%+6.0pp | 77.3%+9.7pp | 72.3%+14.7pp |
| Annual return | 12.06% | 500.80%-488.7pp | 54.65%-42.6pp | 97.91%-85.8pp |
| Employer contribution / active EE | $877 | $2,246-60.9% | $2,731-67.9% | $2,405-63.5% |
| Participant deferral / active EE | $2,218 | $4,458-50.2% | $4,487-50.6% | $4,131-46.3% |
| Admin fee / account holder | $167 | $255-34.6% | $7,964-97.9% | $170-1.5% |