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 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $26,063 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,769 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,208 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,635 | $74,706+9.3% | $75,696+7.8% | $79,386+2.8% |
| Participation rate | 77.6% | 75.3%+2.2pp | 74.8%+2.8pp | 70.7%+6.9pp |
| Annual return | 16.55% | 18.52%-2.0pp | 104.53%-88.0pp | 116.85%-100.3pp |
| Employer contribution / active EE | $3,310 | $2,590+27.8% | $2,743+20.7% | $2,427+36.4% |
| Participant deferral / active EE | $6,747 | $3,533+90.9% | $3,821+76.5% | $4,046+66.8% |
| Admin fee / account holder | $327 | $374-12.8% | $3,619-91.0% | $626-47.9% |