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, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $26,641 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,231 |
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 | $48,960 | $58,879-16.8% | $178,490-72.6% | $73,488-33.4% |
| Participation rate | 97.0% | 66.2%+30.8pp | 81.9%+15.1pp | 70.7%+26.3pp |
| Annual return | 13.72% | 24.86%-11.1pp | 151.07%-137.3pp | 28.51%-14.8pp |
| Employer contribution / active EE | $2,513 | $2,236+12.4% | $5,011-49.8% | $2,270+10.7% |
| Participant deferral / active EE | $2,286 | $2,567-11.0% | $5,202-56.0% | $3,740-38.9% |
| Admin fee / account holder | $161 | $400-59.9% | $13,984-98.9% | $513-68.7% |