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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 | $2,119 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $351 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,936 | $67,703-33.6% | $127,761-64.8% | $65,185-31.1% |
| Participation rate | 90.7% | 74.5%+16.2pp | 79.0%+11.7pp | 70.2%+20.5pp |
| Annual return | 32.58% | 24.36%+8.2pp | 26.14%+6.4pp | 29.38%+3.2pp |
| Employer contribution / active EE | $831 | $3,724-77.7% | $4,574-81.8% | $2,177-61.8% |
| Participant deferral / active EE | $2,949 | $4,787-38.4% | $6,021-51.0% | $3,514-16.1% |
| Admin fee / account holder | $6 | $618-99.0% | $9,395-99.9% | $847-99.3% |