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 | $43,627 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $164,893 | $58,512+181.8% | $84,015+96.3% | $72,985+125.9% |
| Participation rate | 80.0% | 61.2%+18.8pp | 69.0%+11.0pp | 69.5%+10.5pp |
| Annual return | 16.87% | 28.93%-12.1pp | 71.31%-54.4pp | 81.00%-64.1pp |
| Employer contribution / active EE | $514 | $1,163-55.8% | $1,983-74.1% | $2,440-78.9% |
| Participant deferral / active EE | $4,118 | $2,394+72.0% | $3,239+27.1% | $3,607+14.1% |
| Admin fee / account holder | $478 | $4,569-89.5% | $6,101-92.2% | $5,124-90.7% |