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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,499 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $386 |
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 | $22,968 | $48,116-52.3% | $99,443-76.9% | $77,787-70.5% |
| Participation rate | 94.8% | 60.0%+34.8pp | 73.8%+21.0pp | 73.2%+21.6pp |
| Annual return | 31.48% | 23.23%+8.3pp | 30.72%+0.8pp | 32.57%-1.1pp |
| Employer contribution / active EE | $3,035 | $1,057+187.2% | $2,540+19.5% | $2,504+21.2% |
| Participant deferral / active EE | $3,585 | $2,238+60.2% | $3,619-0.9% | $3,967-9.6% |
| Admin fee / account holder | $30 | $87-66.2% | $6,250-99.5% | $100-70.5% |