Filed October 27, 2023
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 | $33,398 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,659 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,912 | $79,519-72.4% | $95,952-77.2% | $73,409-70.2% |
| Participation rate | 96.2% | 81.2%+15.0pp | 77.1%+19.1pp | 72.2%+24.0pp |
| Annual return | 23.78% | 19.20%+4.6pp | 91.61%-67.8pp | 59.29%-35.5pp |
| Employer contribution / active EE | $1,326 | $2,048-35.3% | $2,541-47.8% | $2,234-40.7% |
| Participant deferral / active EE | $2,574 | $4,138-37.8% | $4,167-38.2% | $3,805-32.4% |
| Admin fee / account holder | $63 | $184-65.8% | $6,795-99.1% | $158-60.1% |