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 | $1,925 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,159 |
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).
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 | $52,583 | $70,908-25.8% | $98,907-46.8% | $73,488-28.4% |
| Participation rate | 38.3% | 73.8%-35.5pp | 76.0%-37.7pp | 70.7%-32.4pp |
| Annual return | 16.76% | 34.17%-17.4pp | 196.43%-179.7pp | 28.51%-11.8pp |
| Employer contribution / active EE | $617 | $2,036-69.7% | $2,689-77.0% | $2,270-72.8% |
| Participant deferral / active EE | $1,472 | $3,500-57.9% | $4,244-65.3% | $3,740-60.6% |
| Admin fee / account holder | $28 | $535-94.7% | $6,642-99.6% | $513-94.5% |