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 · EIN 84-0467907 8515 EAST ORCHARD · GREENWOOD VILLAGE, CO 80112 | Recordkeeping Fees | $11,666 |
Filed as: ADVISED ASSET GROUP, LLC Service code 28 · EIN 84-1532243 8515 EAST ORCAHD ROAD · GREENWOOD VILLAGE, CO 80112 | Investment Management | $6,884 |
Service code 27 · EIN 91-1325756 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $5,931 |
Service code 13 · EIN 77-0573145 4216 KIERNAN AVE., SUITE 20 · MODESTO, CA 95356 | Contract Administrator | $3,300 |
DONS MOBILE GLASS INC1 year Service code 99 · EIN 94-1631634 3800 FINCH ROAD · MODESTO, CA 95357 | Other Fees | $175 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $29,327 | $69,362-57.7% | $101,248-71.0% | $73,488-60.1% |
| Participation rate | 97.9% | 68.4%+29.5pp | 75.8%+22.1pp | 70.7%+27.2pp |
| Annual return | 12.53% | 18.46%-5.9pp | 46.47%-33.9pp | 28.51%-16.0pp |
| Employer contribution / active EE | $460 | $2,628-82.5% | $3,660-87.4% | $2,270-79.8% |
| Participant deferral / active EE | $2,404 | $3,300-27.2% | $4,370-45.0% | $3,740-35.7% |
| Admin fee / account holder | $149 | $704-78.9% | $5,945-97.5% | $513-71.1% |