Filed March 27, 2017 (most recent of 4 filings on file)
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 | $62,556 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,194 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,001 | $185,342-74.6% | $111,297-57.8% | $86,799-45.9% |
| Participation rate | 88.6% | 81.0%+7.6pp | 77.3%+11.3pp | 72.3%+16.3pp |
| Annual return | 13.02% | 500.80%-487.8pp | 54.65%-41.6pp | 97.91%-84.9pp |
| Employer contribution / active EE | $1,454 | $2,246-35.3% | $2,731-46.8% | $2,405-39.5% |
| Participant deferral / active EE | $3,203 | $4,458-28.2% | $4,487-28.6% | $4,131-22.5% |
| Admin fee / account holder | $53 | $255-79.4% | $7,964-99.3% | $170-69.0% |