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 |
|---|---|---|
CHARTER ADVISORY CORP6+ years Service code 27 · EIN 35-1464583 | Advisory (Plan) | $53,991 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,950 |
Filed as: GREAT WEST LIFE & ANNUITY INS.CO. Service code 64 8515 EAST ORCHARD RD, · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $131,065 | $73,638+78.0% | $95,952+36.6% | $73,488+78.3% |
| Participation rate | 96.6% | 76.2%+20.5pp | 77.1%+19.6pp | 70.7%+26.0pp |
| Annual return | 18.53% | 16.78%+1.8pp | 91.61%-73.1pp | 28.51%-10.0pp |
| Employer contribution / active EE | $3,595 | $1,863+92.9% | $2,541+41.5% | $2,270+58.4% |
| Participant deferral / active EE | $5,249 | $3,617+45.1% | $4,167+26.0% | $3,740+40.4% |
| Admin fee / account holder | $62 | $482-87.1% | $6,795-99.1% | $513-87.9% |