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 ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $22,123 |
BRIGGS & VESELKA CO.2 years Filed as: BRIGGS & VESELKA CO Service code 10 NINE GREENWAY PLAZA STE 1700 · HOUSTON, TX 77046 | Accounting | $13,650 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $37,085 | $48,072-22.9% | $182,532-79.7% | $77,787-52.3% |
| Participation rate | 37.7% | 64.3%-26.5pp | 78.0%-40.2pp | 73.2%-35.5pp |
| Annual return | 22.34% | 31.26%-8.9pp | 148.54%-126.2pp | 32.57%-10.2pp |
| Employer contribution / active EE | $491 | $1,453-66.2% | $4,076-88.0% | $2,504-80.4% |
| Participant deferral / active EE | $1,481 | $3,209-53.8% | $5,524-73.2% | $3,967-62.7% |
| Admin fee / account holder | $34 | $131-74.1% | $8,592-99.6% | $100-65.9% |