Filed October 18, 2023 (most recent of 3 filings on file)
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 | $173 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17 |
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 | $233,170 | $89,652+160.1% | $141,162+65.2% | $65,185+257.7% |
| Participation rate | 98.1% | 74.7%+23.4pp | 82.5%+15.6pp | 70.2%+27.9pp |
| Annual return | 23.62% | 32.79%-9.2pp | 71.39%-47.8pp | 29.38%-5.8pp |
| Employer contribution / active EE | $7,020 | $3,065+129.1% | $4,735+48.3% | $2,177+222.5% |
| Participant deferral / active EE | $11,767 | $5,691+106.8% | $6,709+75.4% | $3,514+234.9% |
| Admin fee / account holder | $1 | $569-99.8% | $10,261-100.0% | $847-99.8% |