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 | $45,539 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,829 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $113,670 | $100,801+12.8% | $149,696-24.1% | $73,409+54.8% |
| Participation rate | 90.7% | 77.7%+13.0pp | 82.5%+8.2pp | 72.2%+18.5pp |
| Annual return | 18.92% | 265.34%-246.4pp | 276.60%-257.7pp | 59.29%-40.4pp |
| Employer contribution / active EE | $931 | $3,312-71.9% | $4,644-80.0% | $2,234-58.3% |
| Participant deferral / active EE | $7,898 | $6,404+23.3% | $6,842+15.4% | $3,805+107.5% |
| Admin fee / account holder | $148 | $181-18.4% | $9,309-98.4% | $158-6.5% |