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 |
|---|---|---|
DA DAVIDSON & CO5+ years Service code 27 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $25,765 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,409 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $934 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $104,776 | $91,517+14.5% | $101,248+3.5% | $73,409+42.7% |
| Participation rate | 36.4% | 73.8%-37.3pp | 75.8%-39.4pp | 72.2%-35.7pp |
| Annual return | 13.99% | 17.17%-3.2pp | 46.47%-32.5pp | 59.29%-45.3pp |
| Employer contribution / active EE | $752 | $2,877-73.9% | $3,660-79.4% | $2,234-66.3% |
| Participant deferral / active EE | $2,209 | $3,338-33.8% | $4,370-49.5% | $3,805-42.0% |
| Admin fee / account holder | $566 | $216+162.0% | $5,945-90.5% | $158+258.2% |