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 & CO2 years Filed as: D A DAVIDSON AND CO Service code 26 · EIN 81-0139474 8 THIRD ST N · GREAT FALLS, MT 59401 | Advisory (Participants) | $48,750 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $24,541 |
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 | $215,219 | $73,102+194.4% | $123,544+74.2% | $56,287+282.4% |
| Participation rate | 97.5% | 74.3%+23.2pp | 82.3%+15.2pp | 69.9%+27.7pp |
| Annual return | -6.51% | 3.01%-9.5pp | 119.20%-125.7pp | -9.96%+3.5pp |
| Employer contribution / active EE | $8,441 | $2,977+183.5% | $4,628+82.4% | $2,111+299.9% |
| Participant deferral / active EE | $9,662 | $5,423+78.2% | $6,426+50.4% | $3,350+188.5% |
| Admin fee / account holder | $412 | $554-25.5% | $9,284-95.6% | $521-20.8% |