Filed July 10, 2023 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,652 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,899 |
Service code 13 269 W MAIN ST STE 700 · LEXINGTON, KY 40507 | Contract Administrator | $2,760 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,971 | $136,307-19.3% | $177,821-38.2% | $73,488+49.6% |
| Participation rate | 86.4% | 86.1%+0.3pp | 87.7%-1.3pp | 70.7%+15.7pp |
| Annual return | 23.63% | 18.68%+4.9pp | 48.32%-24.7pp | 28.51%-4.9pp |
| Employer contribution / active EE | $4,261 | $3,712+14.8% | $5,918-28.0% | $2,270+87.7% |
| Participant deferral / active EE | $4,875 | $5,829-16.4% | $7,714-36.8% | $3,740+30.4% |
| Admin fee / account holder | $180 | $596-69.8% | $12,427-98.6% | $513-64.9% |