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 | $22,503 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,038 |
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 | $80,344 | $49,138+63.5% | $84,015-4.4% | $65,185+23.3% |
| Participation rate | 80.7% | 60.7%+20.0pp | 69.0%+11.7pp | 70.2%+10.5pp |
| Annual return | 19.75% | 23.00%-3.2pp | 71.31%-51.6pp | 29.38%-9.6pp |
| Employer contribution / active EE | $1,916 | $914+109.7% | $1,983-3.4% | $2,177-12.0% |
| Participant deferral / active EE | $4,915 | $2,397+105.0% | $3,239+51.7% | $3,514+39.9% |
| Admin fee / account holder | $234 | $543-57.0% | $6,101-96.2% | $847-72.4% |