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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,675 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,010 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $42,158 | $66,310-36.4% | $93,606-55.0% | $65,185-35.3% |
| Participation rate | 43.5% | 74.0%-30.5pp | 75.8%-32.3pp | 70.2%-26.7pp |
| Annual return | 20.33% | 42.58%-22.2pp | 32.76%-12.4pp | 29.38%-9.1pp |
| Employer contribution / active EE | $629 | $2,012-68.8% | $2,718-76.9% | $2,177-71.1% |
| Participant deferral / active EE | $1,528 | $3,342-54.3% | $4,069-62.5% | $3,514-56.5% |
| Admin fee / account holder | $24 | $6,897-99.7% | $7,888-99.7% | $847-97.2% |