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 |
|---|---|---|
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,589 |
Filed as: GREAT WEST LIFE AND ANNUITY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,106 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,849 | $21,965+4.0% | $59,496-61.6% | $59,188-61.4% |
| Participation rate | 26.9% | 32.6%-5.6pp | 54.6%-27.6pp | 69.4%-42.5pp |
| Annual return | 0.73% | 22.15%-21.4pp | 182.05%-181.3pp | 5.51%-4.8pp |
| Employer contribution / active EE | $178 | $316-43.9% | $1,153-84.6% | $2,098-91.5% |
| Participant deferral / active EE | $689 | $732-5.8% | $1,829-62.3% | $3,265-78.9% |
| Admin fee / account holder | $41 | $74-45.4% | $2,232-98.2% | $92-55.9% |