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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.
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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 |
|---|---|---|
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $29,652 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,112 |
CETERA ADVISOR NETWORKS LLC7+ years Filed as: CETERA ADVISOR NETWORKS, LLC Service code 27 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 902455670 | Advisory (Plan) | $20,832 |
FSW&B CPA'S LLC6+ years Service code 10 · EIN 46-4019637 | Accounting | $8,532 |
PASI, LLC7+ years Service code 13 | Contract Administrator | $6,944 |
PASI, LLC7+ years Filed as: PASI LLC Service code 13 · EIN 26-1407927 | Contract Administrator | $225 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,944 | $59,584-7.8% | $86,874-36.8% | $79,386-30.8% |
| Participation rate | 86.3% | 67.7%+18.6pp | 71.6%+14.7pp | 70.7%+15.6pp |
| Annual return | 10.34% | 23.15%-12.8pp | 63.52%-53.2pp | 116.85%-106.5pp |
| Employer contribution / active EE | $982 | $1,768-44.5% | $2,495-60.7% | $2,427-59.6% |
| Participant deferral / active EE | $2,537 | $3,036-16.4% | $3,699-31.4% | $4,046-37.3% |
| Admin fee / account holder | $463 | $604-23.4% | $5,828-92.1% | $626-26.1% |