Filed March 11, 2021 (most recent of 3 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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $159,536 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $53,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $35,405 |
CROWE LLP4 years Service code 10 · EIN 35-0921680 | Accounting | $19,360 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,303 | $118,337+16.0% | $189,513-27.5% | $93,030+47.6% |
| Participation rate | 90.2% | 89.1%+1.2pp | 87.8%+2.4pp | 73.9%+16.3pp |
| Annual return | 13.65% | 21.77%-8.1pp | 555.15%-541.5pp | 158.70%-145.0pp |
| Employer contribution / active EE | $4,536 | $4,204+7.9% | $6,162-26.4% | $2,706+67.6% |
| Participant deferral / active EE | $7,125 | $7,1230% | $8,221-13.3% | $4,562+56.2% |
| Admin fee / account holder | $206 | $100+106.7% | $12,045-98.3% | $152+35.9% |