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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $147 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $36,221 | $27,330+32.5% | $67,711-46.5% | $55,191-34.4% |
| Participation rate | 29.8% | 47.5%-17.8pp | 67.5%-37.7pp | 69.2%-39.4pp |
| Annual return | -1.35% | 8.81%-10.2pp | 25.41%-26.8pp | 10.78%-12.1pp |
| Employer contribution / active EE | $253 | $855-70.4% | $2,559-90.1% | $1,899-86.7% |
| Participant deferral / active EE | $1,222 | $1,709-28.5% | $3,585-65.9% | $3,046-59.9% |
| Admin fee / account holder | $2 | $109-98.4% | $4,255-100.0% | $91-98.1% |