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 8-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 | $17,241 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,131 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,581 | $40,174-61.2% | $84,015-81.5% | $67,579-76.9% |
| Participation rate | 82.7% | 62.7%+20.0pp | 69.0%+13.7pp | 71.3%+11.4pp |
| Annual return | 24.67% | 25.82%-1.1pp | 71.31%-46.6pp | 378.56%-353.9pp |
| Employer contribution / active EE | $516 | $808-36.1% | $1,983-74.0% | $2,148-76.0% |
| Participant deferral / active EE | $3,221 | $2,301+40.0% | $3,239-0.5% | $3,539-9.0% |
| Admin fee / account holder | $49 | $128-62.1% | $6,101-99.2% | $142-65.8% |