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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $71,545 |
FIDUCIA GROUP LLC4 years Service code 27 100 W STATION SQ DR STE 615 · PITTSBURGH, PA 15219 | Advisory (Plan) | $30,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,033 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $120,547 | $66,528+81.2% | $86,874+38.8% | $86,799+38.9% |
| Participation rate | 89.9% | 72.4%+17.5pp | 71.6%+18.2pp | 72.3%+17.6pp |
| Annual return | 11.80% | 19.56%-7.8pp | 63.52%-51.7pp | 97.91%-86.1pp |
| Employer contribution / active EE | $1,957 | $2,007-2.5% | $2,495-21.6% | $2,405-18.6% |
| Participant deferral / active EE | $4,695 | $3,240+44.9% | $3,699+26.9% | $4,131+13.6% |
| Admin fee / account holder | $190 | $148+28.5% | $5,828-96.7% | $170+12.3% |