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 7-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 |
|---|---|---|
BIG SKY RETIREMENT INC1 year Filed as: BIG SKY RETIREMENT Service code 14 900 N MONTANA AVE · HELENA, MT 59601 | Plan Administrator | $11,575 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP Service code 15 6455 IRVINE CENTER DR · IRVINE, CA 92618 | Recordkeeping | $11,512 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,529 | $61,272-64.9% | $149,673-85.6% | $71,457-69.9% |
| Participation rate | 59.5% | 62.5%-3.0pp | 78.8%-19.3pp | 67.9%-8.4pp |
| Annual return | 24.70% | 35.85%-11.1pp | 134.42%-109.7pp | 28.85%-4.1pp |
| Employer contribution / active EE | $2,068 | $2,378-13.0% | $4,818-57.1% | $2,588-20.1% |
| Participant deferral / active EE | $3,710 | $2,917+27.2% | $5,680-34.7% | $4,289-13.5% |
| Admin fee / account holder | $52 | $1,261-95.9% | $13,210-99.6% | $1,587-96.7% |