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 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $13,134 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,695 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,475 |
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 | $41,387 | $52,953-21.8% | $172,739-76.0% | $65,185-36.5% |
| Participation rate | 87.8% | 66.2%+21.6pp | 82.6%+5.1pp | 70.2%+17.6pp |
| Annual return | 25.59% | 30.12%-4.5pp | 802.84%-777.2pp | 29.38%-3.8pp |
| Employer contribution / active EE | $1,404 | $2,190-35.9% | $5,143-72.7% | $2,177-35.5% |
| Participant deferral / active EE | $3,944 | $2,471+59.6% | $5,198-24.1% | $3,514+12.2% |
| Admin fee / account holder | $111 | $472-76.5% | $13,954-99.2% | $847-86.9% |