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 |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,810 |
Service code 55 · EIN 35-2552359 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $18,436 |
Service code 13 · EIN 27-0293282 PO BOX 601070 · JACKSONVILLE, FL 32260 | Contract Administrator | $15,079 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $976 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,753 | $88,122-61.7% | $141,162-76.1% | $67,579-50.1% |
| Participation rate | 33.2% | 76.5%-43.2pp | 82.5%-49.2pp | 71.3%-38.0pp |
| Annual return | 27.50% | 75.40%-47.9pp | 71.39%-43.9pp | 378.56%-351.1pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,735-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $3,769 | $5,958-36.7% | $6,709-43.8% | $3,539+6.5% |
| Admin fee / account holder | $183 | $131+40.2% | $10,261-98.2% | $142+28.9% |