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 | $46,467 |
Service code 55 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Other Commissions | $25,801 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,439 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $90,196 | $136,307-33.8% | $177,821-49.3% | $73,488+22.7% |
| Participation rate | 91.4% | 86.1%+5.3pp | 87.7%+3.6pp | 70.7%+20.7pp |
| Annual return | 17.44% | 18.68%-1.2pp | 48.32%-30.9pp | 28.51%-11.1pp |
| Employer contribution / active EE | $1,789 | $3,712-51.8% | $5,918-69.8% | $2,270-21.2% |
| Participant deferral / active EE | $5,057 | $5,829-13.2% | $7,714-34.4% | $3,740+35.2% |
| Admin fee / account holder | $333 | $596-44.1% | $12,427-97.3% | $513-35.2% |