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 10-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 | $61,447 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $39,717 |
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 | $50,768 | $40,174+26.4% | $84,015-39.6% | $67,579-24.9% |
| Participation rate | 98.9% | 62.7%+36.2pp | 69.0%+29.9pp | 71.3%+27.6pp |
| Annual return | 20.03% | 25.82%-5.8pp | 71.31%-51.3pp | 378.56%-358.5pp |
| Employer contribution / active EE | $1,685 | $808+108.7% | $1,983-15.0% | $2,148-21.5% |
| Participant deferral / active EE | $4,563 | $2,301+98.3% | $3,239+40.9% | $3,539+28.9% |
| Admin fee / account holder | $173 | $128+34.5% | $6,101-97.2% | $142+21.3% |