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 | $57,180 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,360 |
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 | $58,813 | $84,936-30.8% | $111,297-47.2% | $79,386-25.9% |
| Participation rate | 85.8% | 75.9%+9.9pp | 77.3%+8.5pp | 70.7%+15.1pp |
| Annual return | 19.93% | 17.45%+2.5pp | 54.65%-34.7pp | 116.85%-96.9pp |
| Employer contribution / active EE | $1,052 | $1,979-46.8% | $2,731-61.5% | $2,427-56.6% |
| Participant deferral / active EE | $3,085 | $3,888-20.7% | $4,487-31.3% | $4,046-23.8% |
| Admin fee / account holder | $236 | $537-56.1% | $7,964-97.0% | $626-62.4% |