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 | $31,445 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,000 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $1,995 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $16,855 | $73,638-77.1% | $95,952-82.4% | $73,488-77.1% |
| Participation rate | 79.3% | 76.2%+3.2pp | 77.1%+2.2pp | 70.7%+8.6pp |
| Annual return | 11.78% | 16.78%-5.0pp | 91.61%-79.8pp | 28.51%-16.7pp |
| Employer contribution / active EE | $1,731 | $1,863-7.1% | $2,541-31.9% | $2,270-23.7% |
| Participant deferral / active EE | $3,009 | $3,617-16.8% | $4,167-27.8% | $3,740-19.5% |
| Admin fee / account holder | $194 | $482-59.8% | $6,795-97.2% | $513-62.3% |