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 | $10,653 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,873 |
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 | $57,787 | $63,114-8.4% | $92,893-37.8% | $65,185-11.3% |
| Participation rate | 78.0% | 68.8%+9.2pp | 76.0%+2.0pp | 70.2%+7.8pp |
| Annual return | 27.62% | 28.75%-1.1pp | 109.41%-81.8pp | 29.38%-1.8pp |
| Employer contribution / active EE | $3,143 | $2,571+22.3% | $3,653-14.0% | $2,177+44.4% |
| Participant deferral / active EE | $7,056 | $3,108+127.0% | $4,236+66.6% | $3,514+100.8% |
| Admin fee / account holder | $125 | $624-79.9% | $5,794-97.8% | $847-85.2% |