Filed February 20, 2020 (most recent of 2 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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $281,177 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $177,127 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,057 | $114,195+37.5% | $106,548+47.4% | $93,030+68.8% |
| Participation rate | 93.5% | 86.4%+7.1pp | 76.1%+17.3pp | 73.9%+19.6pp |
| Annual return | 20.21% | 22.18%-2.0pp | 26.80%-6.6pp | 158.70%-138.5pp |
| Employer contribution / active EE | $5,612 | $4,009+40.0% | $2,819+99.1% | $2,706+107.4% |
| Participant deferral / active EE | $7,339 | $5,908+24.2% | $4,398+66.9% | $4,562+60.9% |
| Admin fee / account holder | $122 | $105+16.9% | $7,407-98.3% | $152-19.3% |