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 | $24,490 |
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $21,142 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,094 |
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 | $72,938 | $59,584+22.4% | $86,874-16.0% | $79,386-8.1% |
| Participation rate | 81.7% | 67.7%+14.0pp | 71.6%+10.1pp | 70.7%+11.0pp |
| Annual return | 16.53% | 23.15%-6.6pp | 63.52%-47.0pp | 116.85%-100.3pp |
| Employer contribution / active EE | $2,625 | $1,768+48.5% | $2,495+5.2% | $2,427+8.2% |
| Participant deferral / active EE | $3,754 | $3,036+23.6% | $3,699+1.5% | $4,046-7.2% |
| Admin fee / account holder | $225 | $604-62.7% | $5,828-96.1% | $626-64.1% |