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 9-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 | $41,003 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,774 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,098 | $50,956-62.5% | $96,562-80.2% | $86,799-78.0% |
| Participation rate | 92.9% | 65.2%+27.6pp | 69.8%+23.1pp | 72.3%+20.6pp |
| Annual return | 16.30% | 21.27%-5.0pp | 37.78%-21.5pp | 97.91%-81.6pp |
| Employer contribution / active EE | $817 | $1,111-26.5% | $2,356-65.3% | $2,405-66.0% |
| Participant deferral / active EE | $3,909 | $2,954+32.3% | $3,849+1.5% | $4,131-5.4% |
| Admin fee / account holder | $84 | $166-49.6% | $6,181-98.6% | $170-50.6% |