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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, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,700 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $2,660 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,099 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $12,913 | $58,879-78.1% | $178,490-92.8% | $73,488-82.4% |
| Participation rate | 30.0% | 66.2%-36.3pp | 81.9%-52.0pp | 70.7%-40.7pp |
| Annual return | 14.02% | 24.86%-10.8pp | 151.07%-137.1pp | 28.51%-14.5pp |
| Employer contribution / active EE | $268 | $2,236-88.0% | $5,011-94.6% | $2,270-88.2% |
| Participant deferral / active EE | $828 | $2,567-67.7% | $5,202-84.1% | $3,740-77.9% |
| Admin fee / account holder | $62 | $400-84.6% | $13,984-99.6% | $513-88.0% |