Filed January 15, 2021
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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.
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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 | $44,214 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,773 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,921 | $70,908+191.8% | $98,907+109.2% | $73,488+181.6% |
| Participation rate | 99.4% | 73.8%+25.6pp | 76.0%+23.3pp | 70.7%+28.7pp |
| Annual return | 17.34% | 34.17%-16.8pp | 196.43%-179.1pp | 28.51%-11.2pp |
| Employer contribution / active EE | $15,814 | $2,036+676.6% | $2,689+488.1% | $2,270+596.6% |
| Participant deferral / active EE | $12,102 | $3,500+245.8% | $4,244+185.1% | $3,740+223.6% |
| Admin fee / account holder | $345 | $535-35.5% | $6,642-94.8% | $513-32.8% |