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 | $45,440 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,166 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $8,988 |
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 | $46,504 | $185,342-74.9% | $111,297-58.2% | $86,799-46.4% |
| Participation rate | 73.7% | 81.0%-7.3pp | 77.3%-3.7pp | 72.3%+1.4pp |
| Annual return | 14.04% | 500.80%-486.8pp | 54.65%-40.6pp | 97.91%-83.9pp |
| Employer contribution / active EE | $1,604 | $2,246-28.6% | $2,731-41.3% | $2,405-33.3% |
| Participant deferral / active EE | $3,035 | $4,458-31.9% | $4,487-32.4% | $4,131-26.5% |
| Admin fee / account holder | $110 | $255-57.0% | $7,964-98.6% | $170-35.3% |