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 | $310,430 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $49,808 |
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 | $120,661 | $176,491-31.6% | $95,952+25.8% | $90,288+33.6% |
| Participation rate | 95.5% | 86.6%+8.9pp | 77.1%+18.4pp | 73.4%+22.1pp |
| Annual return | 19.52% | 20.14%-0.6pp | 91.61%-72.1pp | 53.97%-34.4pp |
| Employer contribution / active EE | $2,861 | $2,789+2.6% | $2,541+12.6% | $2,524+13.3% |
| Participant deferral / active EE | $6,286 | $5,340+17.7% | $4,167+50.9% | $4,232+48.5% |
| Admin fee / account holder | $94 | $154-38.8% | $6,795-98.6% | $114-17.3% |