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 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $10,286 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,099 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $228 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,846 | $31,679-27.9% | $74,701-69.4% | $65,185-65.0% |
| Participation rate | 25.8% | 40.4%-14.5pp | 54.5%-28.6pp | 70.2%-44.4pp |
| Annual return | 22.31% | 39.04%-16.7pp | 752.92%-730.6pp | 29.38%-7.1pp |
| Employer contribution / active EE | $278 | $566-50.8% | $1,084-74.3% | $2,177-87.2% |
| Participant deferral / active EE | $811 | $1,191-31.9% | $1,964-58.7% | $3,514-76.9% |
| Admin fee / account holder | $211 | $379-44.3% | $3,333-93.7% | $847-75.1% |