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 ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $179,407 |
SAGEVIEW ADVISORY GROUP, LLC6+ years Service code 27 4000 MACATHUR BLVD STE 1050 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $96,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $59,128 |
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 | $93,538 | $124,049-24.6% | $95,952-2.5% | $93,223+0.3% |
| Participation rate | 71.3% | 88.4%-17.1pp | 77.1%-5.8pp | 74.9%-3.6pp |
| Annual return | 15.83% | 22.17%-6.3pp | 91.61%-75.8pp | 19.29%-3.5pp |
| Employer contribution / active EE | $1,853 | $3,478-46.7% | $2,541-27.1% | $2,680-30.8% |
| Participant deferral / active EE | $3,888 | $6,147-36.7% | $4,167-6.7% | $4,563-14.8% |
| Admin fee / account holder | $62 | $73-15.2% | $6,795-99.1% | $79-22.1% |