See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,194 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $276 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,247 | $40,174-49.6% | $84,015-75.9% | $67,579-70.0% |
| Participation rate | 82.8% | 62.7%+20.1pp | 69.0%+13.8pp | 71.3%+11.5pp |
| Annual return | 25.65% | 25.82%-0.2pp | 71.31%-45.7pp | 378.56%-352.9pp |
| Employer contribution / active EE | $439 | $808-45.7% | $1,983-77.9% | $2,148-79.6% |
| Participant deferral / active EE | $2,739 | $2,301+19.0% | $3,239-15.4% | $3,539-22.6% |
| Admin fee / account holder | $53 | $128-58.3% | $6,101-99.1% | $142-62.4% |