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 |
|---|---|---|
Filed as: ADVISED ASSET GROUP Service code 28 · EIN 41-0418150 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,573 |
Service code 99 · EIN 82-2342025 PO BOX 3036 · LAWTON, OK 73502 | Other Fees | $8,750 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,509 |
ACTUARIES UNLIMITED, INC.2 years Service code 13 · EIN 95-3654973 16030 VENTURA BLVD. · ENCINO, CA 91436 | Contract Administrator | $6,331 |
PASI, LLC1 year Service code 13 · EIN 26-1407927 10 TALCOTT NOTCH ROAD · FARMINGTON, CT 06032 | Contract Administrator | $6,112 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $46,340 | $69,362-33.2% | $101,248-54.2% | $73,488-36.9% |
| Participation rate | 56.6% | 68.4%-11.8pp | 75.8%-19.2pp | 70.7%-14.0pp |
| Annual return | 12.52% | 18.46%-5.9pp | 46.47%-34.0pp | 28.51%-16.0pp |
| Employer contribution / active EE | $834 | $2,628-68.3% | $3,660-77.2% | $2,270-63.3% |
| Participant deferral / active EE | $2,494 | $3,300-24.4% | $4,370-42.9% | $3,740-33.3% |
| Admin fee / account holder | $342 | $704-51.3% | $5,945-94.2% | $513-33.2% |