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 | $26,141 |
IMA WEALTH INC3 years Service code 55 8200 E 32ND ST N STE 100 · WICHITA, KS 67226 | Other Commissions | $9,917 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,820 |
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 | $41,191 | $72,277-43.0% | $101,248-59.3% | $79,858-48.4% |
| Participation rate | 97.5% | 68.5%+29.0pp | 75.8%+21.7pp | 69.6%+27.9pp |
| Annual return | 15.24% | 22.30%-7.1pp | 46.47%-31.2pp | 31.71%-16.5pp |
| Employer contribution / active EE | $855 | $2,692-68.2% | $3,660-76.6% | $2,471-65.4% |
| Participant deferral / active EE | $3,613 | $3,282+10.1% | $4,370-17.3% | $3,740-3.4% |
| Admin fee / account holder | $253 | $4,400-94.2% | $5,945-95.7% | $5,306-95.2% |