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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,029 |
Service code 37 · EIN 39-6040276 | Loan Processing | $2,663 |
Service code 99 8400 WESTPARK DR · MCLEAN, VA 22102 | Other Fees | $1,993 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,515 |
Service code 99 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Other Fees | $332 |
Filed as: NORTHEAST RETIREMENT SERVICES INC Service code 99 12 GILL ST STE 2600 · WOBURN, MA 01801 | Other Fees | $208 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $68,237 | $65,041+4.9% | $90,951-25.0% | $79,858-14.6% |
| Participation rate | 83.2% | 61.6%+21.6pp | 69.0%+14.1pp | 69.6%+13.5pp |
| Annual return | 8.29% | 30.45%-22.2pp | 134.60%-126.3pp | 31.71%-23.4pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,213 | $2,512+67.7% | $3,373+24.9% | $3,740+12.7% |
| Admin fee / account holder | $145 | $4,536-96.8% | $5,959-97.6% | $5,306-97.3% |