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 | $93,470 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,385 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $93,174 | $64,286+44.9% | $90,951+2.4% | $73,409+26.9% |
| Participation rate | 80.6% | 63.6%+17.0pp | 69.0%+11.6pp | 72.2%+8.4pp |
| Annual return | 13.35% | 21.45%-8.1pp | 134.60%-121.2pp | 59.29%-45.9pp |
| Employer contribution / active EE | $893 | $895-0.2% | $2,122-57.9% | $2,234-60.0% |
| Participant deferral / active EE | $3,549 | $2,453+44.7% | $3,373+5.2% | $3,805-6.7% |
| Admin fee / account holder | $275 | $287-4.3% | $5,959-95.4% | $158+74.1% |