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 8-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 | $2,094 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $44 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $8,810 | $86,286-89.8% | $111,297-92.1% | $85,850-89.7% |
| Participation rate | 27.0% | 73.3%-46.3pp | 77.3%-50.3pp | 69.3%-42.3pp |
| Annual return | 13.77% | 19.99%-6.2pp | 54.65%-40.9pp | 318.53%-304.8pp |
| Employer contribution / active EE | $883 | $2,043-56.8% | $2,731-67.7% | $2,565-65.6% |
| Participant deferral / active EE | $1,215 | $3,641-66.6% | $4,487-72.9% | $3,952-69.3% |
| Admin fee / account holder | $65 | $8,188-99.2% | $7,964-99.2% | $6,260-99.0% |