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 | $5,335 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,346 |
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 | $19,605 | $46,423-57.8% | $75,886-74.2% | $67,579-71.0% |
| Participation rate | 82.9% | 63.1%+19.8pp | 69.3%+13.6pp | 71.3%+11.6pp |
| Annual return | 21.84% | 32.29%-10.5pp | 30.76%-8.9pp | 378.56%-356.7pp |
| Employer contribution / active EE | $396 | $1,406-71.9% | $2,500-84.2% | $2,148-81.6% |
| Participant deferral / active EE | $2,079 | $2,564-18.9% | $3,603-42.3% | $3,539-41.3% |
| Admin fee / account holder | $19 | $132-85.3% | $5,418-99.6% | $142-86.4% |