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 | $89,008 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,863 |
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 | $68,399 | $64,286+6.4% | $90,951-24.8% | $73,409-6.8% |
| Participation rate | 75.8% | 63.6%+12.2pp | 69.0%+6.8pp | 72.2%+3.6pp |
| Annual return | 13.81% | 21.45%-7.6pp | 134.60%-120.8pp | 59.29%-45.5pp |
| Employer contribution / active EE | $2,281 | $895+155.0% | $2,122+7.5% | $2,234+2.1% |
| Participant deferral / active EE | $4,167 | $2,453+69.8% | $3,373+23.5% | $3,805+9.5% |
| Admin fee / account holder | $239 | $287-16.8% | $5,959-96.0% | $158+51.3% |