Filed March 4, 2024
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 |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,225 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,812 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,542 | $58,879-71.9% | $178,490-90.7% | $73,488-77.5% |
| Participation rate | 94.2% | 66.2%+28.0pp | 81.9%+12.3pp | 70.7%+23.5pp |
| Annual return | 15.56% | 24.86%-9.3pp | 151.07%-135.5pp | 28.51%-13.0pp |
| Employer contribution / active EE | $1,133 | $2,236-49.3% | $5,011-77.4% | $2,270-50.1% |
| Participant deferral / active EE | $2,762 | $2,567+7.6% | $5,202-46.9% | $3,740-26.1% |
| Admin fee / account holder | $50 | $400-87.4% | $13,984-99.6% | $513-90.2% |