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 | $86,101 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $55,684 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,312 | $50,956+20.3% | $96,562-36.5% | $86,799-29.4% |
| Participation rate | 99.8% | 65.2%+34.5pp | 69.8%+30.0pp | 72.3%+27.5pp |
| Annual return | 12.62% | 21.27%-8.6pp | 37.78%-25.2pp | 97.91%-85.3pp |
| Employer contribution / active EE | $1,721 | $1,111+54.9% | $2,356-27.0% | $2,405-28.5% |
| Participant deferral / active EE | $5,273 | $2,954+78.5% | $3,849+37.0% | $4,131+27.6% |
| Admin fee / account holder | $222 | $166+33.6% | $6,181-96.4% | $170+30.9% |