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 | $79,711 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $37,080 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,493 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,457 | $100,801-19.2% | $149,696-45.6% | $73,409+11.0% |
| Participation rate | 94.6% | 77.7%+16.9pp | 82.5%+12.1pp | 72.2%+22.4pp |
| Annual return | 20.60% | 265.34%-244.7pp | 276.60%-256.0pp | 59.29%-38.7pp |
| Employer contribution / active EE | $2,829 | $3,312-14.6% | $4,644-39.1% | $2,234+26.7% |
| Participant deferral / active EE | $8,663 | $6,404+35.3% | $6,842+26.6% | $3,805+127.6% |
| Admin fee / account holder | $162 | $181-10.3% | $9,309-98.3% | $158+2.8% |