See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,452 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $229 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,050 | $55,790-64.1% | $76,817-73.9% | $67,579-70.3% |
| Participation rate | 88.5% | 71.1%+17.5pp | 72.1%+16.5pp | 71.3%+17.3pp |
| Annual return | 66.42% | 64.45%+2.0pp | 1166.11%-1099.7pp | 378.56%-312.1pp |
| Employer contribution / active EE | $1,639 | $1,810-9.4% | $2,302-28.8% | $2,148-23.7% |
| Participant deferral / active EE | $5,499 | $2,875+91.3% | $3,336+64.8% | $3,539+55.4% |
| Admin fee / account holder | $82 | $159-48.3% | $6,420-98.7% | $142-42.2% |