Filed July 13, 2023
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 | $21,341 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $97,901 | $59,263+65.2% | $96,562+1.4% | $79,386+23.3% |
| Participation rate | 35.0% | 61.9%-26.9pp | 69.8%-34.8pp | 70.7%-35.7pp |
| Annual return | 12.18% | 27.07%-14.9pp | 37.78%-25.6pp | 116.85%-104.7pp |
| Employer contribution / active EE | $143 | $1,216-88.3% | $2,356-93.9% | $2,427-94.1% |
| Participant deferral / active EE | $2,003 | $2,948-32.1% | $3,849-48.0% | $4,046-50.5% |
| Admin fee / account holder | $368 | $658-44.1% | $6,181-94.0% | $626-41.2% |