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 9-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 Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $777 |
JPMORGAN INVEST HOLDINGS LLC4+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $75 |
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 | $58,679 | $65,376-10.2% | $87,100-32.6% | $65,185-10.0% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | 19.14% | 31.27%-12.1pp | 28.19%-9.0pp | 29.38%-10.2pp |
| Employer contribution / active EE | $1,224 | $1,822-32.9% | $2,521-51.5% | $2,177-43.8% |
| Participant deferral / active EE | $2,809 | $3,388-17.1% | $4,049-30.6% | $3,514-20.1% |
| Admin fee / account holder | $3 | $520-99.4% | $7,497-100.0% | $847-99.6% |