See peer percentile detail with Solo.
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 |
|---|---|---|
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,910 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,704 |
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 | $52,451 | $54,320-3.4% | $67,652-22.5% | $52,331+0.2% |
| Participation rate | 98.8% | 73.6%+25.2pp | 75.7%+23.1pp | 68.1%+30.7pp |
| Annual return | 0.26% | 6.81%-6.5pp | 6625.04%-6624.8pp | 4.54%-4.3pp |
| Employer contribution / active EE | $858 | $1,544-44.4% | $2,266-62.1% | $1,882-54.4% |
| Participant deferral / active EE | $2,804 | $2,950-4.9% | $3,560-21.2% | $3,022-7.2% |
| Admin fee / account holder | $24 | $527-95.5% | $4,821-99.5% | $592-96.0% |