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 & CO4 years Filed as: D A DAVIDSON AND CO Service code 26 · EIN 81-0139474 8 THIRD ST N · GREAT FALLS, MT 59401 | Advisory (Participants) | $65,000 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $32,476 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $307,672 | $99,957+207.8% | $149,696+105.5% | $73,488+318.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 17.27% | 53.87%-36.6pp | 276.60%-259.3pp | 28.51%-11.2pp |
| Employer contribution / active EE | $10,045 | $3,191+214.8% | $4,644+116.3% | $2,270+342.5% |
| Participant deferral / active EE | $11,288 | $6,073+85.9% | $6,842+65.0% | $3,740+201.9% |
| Admin fee / account holder | $492 | $551-10.6% | $9,309-94.7% | $513-4.0% |