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 | $38,491 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $269 |
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 | $33,653 | $50,956-34.0% | $96,562-65.1% | $86,799-61.2% |
| Participation rate | 95.5% | 65.2%+30.2pp | 69.8%+25.6pp | 72.3%+23.2pp |
| Annual return | 13.36% | 21.27%-7.9pp | 37.78%-24.4pp | 97.91%-84.5pp |
| Employer contribution / active EE | $1,177 | $1,111+5.9% | $2,356-50.1% | $2,405-51.1% |
| Participant deferral / active EE | $3,455 | $2,954+17.0% | $3,849-10.2% | $4,131-16.4% |
| Admin fee / account holder | $94 | $166-43.6% | $6,181-98.5% | $170-44.8% |