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 | $53,490 |
DAVINCI CAPITAL MANAGEMENT3 years Filed as: DAVINCI CAPITAL MANAGEMENT INC DBA Service code 55 801 CAMBRIDGE ST · CAMBRIDGE, MA 02141 | Other Commissions | $36,894 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,312 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $51,263 | $65,376-21.6% | $87,100-41.1% | $65,185-21.4% |
| Participation rate | 93.8% | 75.3%+18.4pp | 76.9%+16.9pp | 70.2%+23.6pp |
| Annual return | 21.75% | 31.27%-9.5pp | 28.19%-6.4pp | 29.38%-7.6pp |
| Employer contribution / active EE | $1,759 | $1,822-3.5% | $2,521-30.2% | $2,177-19.2% |
| Participant deferral / active EE | $3,863 | $3,388+14.0% | $4,049-4.6% | $3,514+9.9% |
| Admin fee / account holder | $315 | $520-39.4% | $7,497-95.8% | $847-62.8% |