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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,524 |
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $3,251 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $194 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,498 | $35,986-40.3% | $77,482-72.3% | $73,488-70.7% |
| Participation rate | 35.0% | 40.8%-5.9pp | 54.2%-19.2pp | 70.7%-35.7pp |
| Annual return | 26.54% | 19.26%+7.3pp | 54.79%-28.2pp | 28.51%-2.0pp |
| Employer contribution / active EE | $536 | $557-3.8% | $986-45.6% | $2,270-76.4% |
| Participant deferral / active EE | $1,171 | $1,198-2.2% | $1,861-37.1% | $3,740-68.7% |
| Admin fee / account holder | $233 | $466-49.9% | $2,858-91.8% | $513-54.5% |