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 | $69,435 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $45,927 |
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 | $57,649 | $64,286-10.3% | $90,951-36.6% | $73,409-21.5% |
| Participation rate | 99.8% | 63.6%+36.2pp | 69.0%+30.8pp | 72.2%+27.6pp |
| Annual return | 15.89% | 21.45%-5.6pp | 134.60%-118.7pp | 59.29%-43.4pp |
| Employer contribution / active EE | $1,657 | $895+85.2% | $2,122-21.9% | $2,234-25.8% |
| Participant deferral / active EE | $4,634 | $2,453+88.9% | $3,373+37.4% | $3,805+21.8% |
| Admin fee / account holder | $188 | $287-34.7% | $5,959-96.9% | $158+18.8% |