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 |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP Service code 15 6455 IRVINE CENTER DR · IRVINE, CA 92618 | Recordkeeping | $17,219 |
BIG SKY RETIREMENT INC7 years Service code 13 900 N MONTANA AVE · HELENA, MT 59601 | Contract Administrator | $10,748 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,684 | $87,870-79.9% | $113,168-84.4% | $74,304-76.2% |
| Participation rate | 100.0% | 70.7%+29.3pp | 76.6%+23.4pp | 60.3%+39.7pp |
| Annual return | 17.40% | 26.44%-9.0pp | 24.27%-6.9pp | 29.43%-12.0pp |
| Employer contribution / active EE | $784 | $2,277-65.6% | $2,975-73.6% | $2,241-65.0% |
| Participant deferral / active EE | $2,512 | $4,241-40.8% | $5,107-50.8% | $3,767-33.3% |
| Admin fee / account holder | $133 | $3,368-96.0% | $12,068-98.9% | $2,969-95.5% |