See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,175 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,539 |
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 | $134,321 | $73,102+83.7% | $123,544+8.7% | $56,287+138.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -4.17% | 3.01%-7.2pp | 119.20%-123.4pp | -9.96%+5.8pp |
| Employer contribution / active EE | $3,473 | $2,977+16.7% | $4,628-24.9% | $2,111+64.5% |
| Participant deferral / active EE | $8,608 | $5,423+58.7% | $6,426+34.0% | $3,350+157.0% |
| Admin fee / account holder | $211 | $554-61.9% | $9,284-97.7% | $521-59.6% |