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 |
|---|---|---|
Filed as: DAVINCI CAPITAL MANAGEMENT INC DBA Service code 55 801 CAMBRIDGE ST · CAMBRIDGE, MA 02141 | Other Commissions | $32,049 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,605 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,107 |
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 | $42,677 | $64,909-34.3% | $82,313-48.2% | $62,292-31.5% |
| Participation rate | 93.0% | 74.9%+18.2pp | 76.9%+16.2pp | 69.5%+23.5pp |
| Annual return | 14.67% | 21.18%-6.5pp | 25.88%-11.2pp | 28.90%-14.2pp |
| Employer contribution / active EE | $1,726 | $1,676+3.0% | $2,428-28.9% | $2,042-15.5% |
| Participant deferral / active EE | $3,816 | $3,103+23.0% | $3,706+3.0% | $3,169+20.4% |
| Admin fee / account holder | $124 | $440-71.9% | $5,608-97.8% | $479-74.2% |