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 |
|---|---|---|
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $39,502 |
UBS FINANCIAL SERVICES INC5+ years Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $35,242 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $87,004 | $62,928+38.3% | $172,739-49.6% | $67,579+28.7% |
| Participation rate | 97.9% | 64.5%+33.4pp | 82.6%+15.2pp | 71.3%+26.6pp |
| Annual return | 23.33% | 30.36%-7.0pp | 802.84%-779.5pp | 378.56%-355.2pp |
| Employer contribution / active EE | $7,621 | $1,636+365.8% | $5,143+48.2% | $2,148+254.8% |
| Participant deferral / active EE | $4,903 | $2,145+128.6% | $5,198-5.7% | $3,539+38.5% |
| Admin fee / account holder | $165 | $167-1.0% | $13,954-98.8% | $142+16.0% |