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 | $105,417 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $57,916 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,096 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,124 | $67,598-30.3% | $75,886-37.9% | $77,787-39.4% |
| Participation rate | 96.5% | 69.6%+27.0pp | 69.3%+27.2pp | 73.2%+23.3pp |
| Annual return | 23.52% | 23.18%+0.3pp | 30.76%-7.2pp | 32.57%-9.1pp |
| Employer contribution / active EE | $2,026 | $2,430-16.6% | $2,500-19.0% | $2,504-19.1% |
| Participant deferral / active EE | $4,221 | $3,502+20.5% | $3,603+17.2% | $3,967+6.4% |
| Admin fee / account holder | $104 | $96+7.6% | $5,418-98.1% | $100+3.6% |