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 |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,606 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $95,652 | $66,124+44.7% | $90,404+5.8% | $73,488+30.2% |
| Participation rate | 98.3% | 69.7%+28.6pp | 72.7%+25.6pp | 70.7%+27.6pp |
| Annual return | 18.86% | 17.65%+1.2pp | 1293.02%-1274.2pp | 28.51%-9.7pp |
| Employer contribution / active EE | $1,568 | $2,346-33.2% | $3,262-51.9% | $2,270-30.9% |
| Participant deferral / active EE | $4,764 | $3,039+56.8% | $3,963+20.2% | $3,740+27.4% |
| Admin fee / account holder | $22 | $396-94.5% | $5,611-99.6% | $513-95.7% |