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 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $63,250 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,128 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,532 |
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 | $72,045 | $79,519-9.4% | $95,952-24.9% | $73,409-1.9% |
| Participation rate | 77.3% | 81.2%-3.8pp | 77.1%+0.3pp | 72.2%+5.2pp |
| Annual return | 15.42% | 19.20%-3.8pp | 91.61%-76.2pp | 59.29%-43.9pp |
| Employer contribution / active EE | $1,345 | $2,048-34.3% | $2,541-47.1% | $2,234-39.8% |
| Participant deferral / active EE | $5,121 | $4,138+23.7% | $4,167+22.9% | $3,805+34.6% |
| Admin fee / account holder | $204 | $184+10.5% | $6,795-97.0% | $158+29.0% |