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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,582 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,436 |
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 | $94,803 | $67,703+40.0% | $127,761-25.8% | $65,185+45.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 79.0%+21.0pp | 70.2%+29.8pp |
| Annual return | 28.97% | 24.36%+4.6pp | 26.14%+2.8pp | 29.38%-0.4pp |
| Employer contribution / active EE | $10,309 | $3,724+176.9% | $4,574+125.4% | $2,177+373.6% |
| Participant deferral / active EE | $9,560 | $4,787+99.7% | $6,021+58.8% | $3,514+172.1% |
| Admin fee / account holder | $152 | $618-75.4% | $9,395-98.4% | $847-82.0% |