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 | $34,679 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,201 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,149 | $121,341+3.1% | $189,513-34.0% | $79,386+57.6% |
| Participation rate | 81.7% | 86.1%-4.4pp | 87.8%-6.1pp | 70.7%+11.0pp |
| Annual return | 15.25% | 21.08%-5.8pp | 555.15%-539.9pp | 116.85%-101.6pp |
| Employer contribution / active EE | $4,414 | $3,915+12.8% | $6,162-28.4% | $2,427+81.8% |
| Participant deferral / active EE | $5,083 | $6,395-20.5% | $8,221-38.2% | $4,046+25.6% |
| Admin fee / account holder | $214 | $651-67.1% | $12,045-98.2% | $626-65.8% |