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 |
|---|---|---|
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,825 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 13 10319 DAWSONS CREEK BLVD · FORT WAYNE, IN 46825 | Contract Administrator | $2,628 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,678 | $79,694-55.2% | $96,139-62.9% | $79,386-55.1% |
| Participation rate | 20.3% | 54.0%-33.7pp | 68.4%-48.2pp | 70.7%-50.5pp |
| Annual return | 11.96% | 40.84%-28.9pp | 191.94%-180.0pp | 116.85%-104.9pp |
| Employer contribution / active EE | $499 | $1,443-65.4% | $2,797-82.1% | $2,427-79.4% |
| Participant deferral / active EE | $1,084 | $2,539-57.3% | $4,349-75.1% | $4,046-73.2% |
| Admin fee / account holder | $62 | $630-90.1% | $5,537-98.9% | $626-90.1% |