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 7-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 |
|---|---|---|
MEASURED RISK PORTFOLIOS INC4+ years Service code 27 5405 MOREHOUSE DR STE 230 · SAN DIEGO, CA 92121 | Advisory (Plan) | $23,472 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,303 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,301 | $78,672-8.1% | $109,143-33.8% | $85,850-15.8% |
| Participation rate | 79.5% | 68.3%+11.2pp | 75.9%+3.6pp | 69.3%+10.1pp |
| Annual return | 12.83% | 25.09%-12.3pp | 25.75%-12.9pp | 318.53%-305.7pp |
| Employer contribution / active EE | $2,411 | $2,735-11.8% | $3,722-35.2% | $2,565-6.0% |
| Participant deferral / active EE | $4,427 | $3,467+27.7% | $4,653-4.9% | $3,952+12.0% |
| Admin fee / account holder | $368 | $5,469-93.3% | $6,752-94.6% | $6,260-94.1% |