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 | $50,453 |
DAVINCI CAPITAL MANAGEMENT2 years Filed as: DAVINCI CAPITAL MANAGEMENT INC DBA Service code 55 801 CAMBRIDGE ST · CAMBRIDGE, MA 02141 | Other Commissions | $34,243 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,683 |
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 | $42,239 | $59,186-28.6% | $76,768-45.0% | $56,287-25.0% |
| Participation rate | 94.4% | 75.2%+19.2pp | 77.0%+17.5pp | 69.9%+24.6pp |
| Annual return | -3.69% | 6.62%-10.3pp | 2.43%-6.1pp | -9.96%+6.3pp |
| Employer contribution / active EE | $1,577 | $1,759-10.3% | $2,485-36.5% | $2,111-25.3% |
| Participant deferral / active EE | $3,790 | $3,255+16.4% | $3,852-1.6% | $3,350+13.1% |
| Admin fee / account holder | $295 | $489-39.7% | $6,675-95.6% | $521-43.4% |