Filed April 29, 2024
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 | $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 |
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 | $18,332 | $61,156-70.0% | $185,823-90.1% | $79,386-76.9% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 30.29% | 19.45%+10.8pp | 122.05%-91.8pp | 116.85%-86.6pp |
| Employer contribution / active EE | $1,710 | $2,321-26.3% | $5,167-66.9% | $2,427-29.6% |
| Participant deferral / active EE | $1,656 | $2,789-40.6% | $5,568-70.3% | $4,046-59.1% |
| Admin fee / account holder | $111 | $710-84.4% | $16,237-99.3% | $626-82.3% |