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 | $10,108 |
PROVENANCE WEALTH ADVISORS2 years Service code 26 · EIN 65-0978008 | Advisory (Participants) | $2,625 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $275 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $98 |
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 | $54,863 | $99,957-45.1% | $149,696-63.4% | $73,488-25.3% |
| Participation rate | 80.1% | 75.7%+4.4pp | 82.5%-2.3pp | 70.7%+9.5pp |
| Annual return | 17.37% | 53.87%-36.5pp | 276.60%-259.2pp | 28.51%-11.1pp |
| Employer contribution / active EE | $1,570 | $3,191-50.8% | $4,644-66.2% | $2,270-30.8% |
| Participant deferral / active EE | $3,026 | $6,073-50.2% | $6,842-55.8% | $3,740-19.1% |
| Admin fee / account holder | $306 | $551-44.4% | $9,309-96.7% | $513-40.3% |