See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
DA DAVIDSON & CO5 years Service code 27 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $28,169 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,503 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $635 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,874 | $84,948-50.7% | $70,449-40.6% | $73,409-43.0% |
| Participation rate | 70.0% | 79.9%-9.9pp | 75.1%-5.0pp | 72.2%-2.1pp |
| Annual return | 17.22% | 13.39%+3.8pp | 109.03%-91.8pp | 59.29%-42.1pp |
| Employer contribution / active EE | $614 | $2,834-78.3% | $2,737-77.6% | $2,234-72.5% |
| Participant deferral / active EE | $1,962 | $3,387-42.1% | $3,709-47.1% | $3,805-48.4% |
| Admin fee / account holder | $113 | $98+14.8% | $3,845-97.1% | $158-28.6% |