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 | $53,802 |
DAVINCI CAPITAL MANAGEMENT4 years Filed as: DAVINCI CAPITAL MANAGEMENT INC DBA Service code 55 801 CAMBRIDGE ST · CAMBRIDGE, MA 02141 | Other Commissions | $39,498 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,577 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $65,997 | $73,638-10.4% | $95,952-31.2% | $73,488-10.2% |
| Participation rate | 95.1% | 76.2%+19.0pp | 77.1%+18.0pp | 70.7%+24.4pp |
| Annual return | 18.35% | 16.78%+1.6pp | 91.61%-73.3pp | 28.51%-10.2pp |
| Employer contribution / active EE | $1,649 | $1,863-11.5% | $2,541-35.1% | $2,270-27.3% |
| Participant deferral / active EE | $4,373 | $3,617+20.9% | $4,167+4.9% | $3,740+16.9% |
| Admin fee / account holder | $361 | $482-25.2% | $6,795-94.7% | $513-29.7% |