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 | $13,092 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,490 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,593 | $201,594-64.0% | $101,248-28.3% | - |
| Participation rate | 78.8% | 64.6%+14.2pp | 75.8%+3.0pp | - |
| Annual return | 15.44% | 13.55%+1.9pp | 46.47%-31.0pp | - |
| Employer contribution / active EE | $4,510 | $2,288+97.1% | $3,660+23.2% | - |
| Participant deferral / active EE | $7,793 | $3,091+152.1% | $4,370+78.3% | - |
| Admin fee / account holder | $165 | $7,709-97.9% | $5,945-97.2% | - |