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 6-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 | $30,611 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,296 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,995 | $66,528-54.9% | $86,874-65.5% | $86,799-65.4% |
| Participation rate | 37.9% | 72.4%-34.5pp | 71.6%-33.8pp | 72.3%-34.4pp |
| Annual return | 24.58% | 19.56%+5.0pp | 63.52%-38.9pp | 97.91%-73.3pp |
| Employer contribution / active EE | $792 | $2,007-60.5% | $2,495-68.3% | $2,405-67.1% |
| Participant deferral / active EE | $1,485 | $3,240-54.2% | $3,699-59.9% | $4,131-64.1% |
| Admin fee / account holder | $165 | $148+11.2% | $5,828-97.2% | $170-2.9% |