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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $104,368 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $85,193 |
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 | $66,945 | $79,128-15.4% | $106,548-37.2% | - |
| Participation rate | 92.4% | 77.1%+15.3pp | 76.1%+16.3pp | - |
| Annual return | 10.85% | 16.17%-5.3pp | 26.80%-15.9pp | - |
| Employer contribution / active EE | $2,032 | $3,116-34.8% | $2,819-27.9% | - |
| Participant deferral / active EE | $3,616 | $3,862-6.4% | $4,398-17.8% | - |
| Admin fee / account holder | $158 | $2,807-94.4% | $7,407-97.9% | - |