Filed October 24, 2014
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 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $208,991 |
Filed as: ADVISED ASSET GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $91,718 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,719 | $102,389-30.9% | $100,516-29.6% | $90,288-21.7% |
| Participation rate | 99.0% | 84.0%+14.9pp | 79.4%+19.6pp | 73.4%+25.6pp |
| Annual return | 16.16% | 22.50%-6.3pp | 30.89%-14.7pp | 53.97%-37.8pp |
| Employer contribution / active EE | $3,536 | $3,056+15.7% | $3,418+3.5% | $2,524+40.1% |
| Participant deferral / active EE | $4,248 | $7,514-43.5% | $6,270-32.2% | $4,232+0.4% |
| Admin fee / account holder | $148 | $83+77.7% | $8,081-98.2% | $114+29.8% |