Filed June 27, 2017
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 |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $110,248 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $19,475 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $214,831 | $61,473+249.5% | $81,930+162.2% | $73,409+192.6% |
| Participation rate | 89.7% | 72.4%+17.3pp | 72.0%+17.7pp | 72.2%+17.5pp |
| Annual return | 7.79% | 28.26%-20.5pp | 29.49%-21.7pp | 59.29%-51.5pp |
| Employer contribution / active EE | $112 | $1,898-94.1% | $4,310-97.4% | $2,234-95.0% |
| Participant deferral / active EE | $2,418 | $3,080-21.5% | $7,107-66.0% | $3,805-36.5% |
| Admin fee / account holder | $324 | $125+158.0% | $5,158-93.7% | $158+105.0% |