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 |
|---|---|---|
Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $70,235 |
Filed as: ADVISED ASSET GROUP, LLC Service code 26 · EIN 34-1820650 | Advisory (Participants) | $55,868 |
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 | $194,278 | $85,135+128.2% | $98,907+96.4% | $73,409+164.7% |
| Participation rate | 96.5% | 81.1%+15.4pp | 76.0%+20.5pp | 72.2%+24.4pp |
| Annual return | 18.51% | 19.14%-0.6pp | 196.43%-177.9pp | 59.29%-40.8pp |
| Employer contribution / active EE | $4,082 | $2,721+50.0% | $2,689+51.8% | $2,234+82.8% |
| Participant deferral / active EE | $8,717 | $4,349+100.4% | $4,244+105.4% | $3,805+129.1% |
| Admin fee / account holder | $185 | $139+32.8% | $6,642-97.2% | $158+17.2% |