Filed April 29, 2024
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,134 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $14,955 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $431 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,282 | $58,879-70.6% | $178,490-90.3% | $73,488-76.5% |
| Participation rate | 98.9% | 66.2%+32.7pp | 81.9%+17.0pp | 70.7%+28.3pp |
| Annual return | 5.91% | 24.86%-19.0pp | 151.07%-145.2pp | 28.51%-22.6pp |
| Employer contribution / active EE | $1,405 | $2,236-37.2% | $5,011-72.0% | $2,270-38.1% |
| Participant deferral / active EE | $1,773 | $2,567-30.9% | $5,202-65.9% | $3,740-52.6% |
| Admin fee / account holder | $132 | $400-67.1% | $13,984-99.1% | $513-74.4% |