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 |
|---|---|---|
BIG SKY RETIREMENT INC1 year Service code 13 900 N MONTANA AVE · HELENA, MT 59601 | Contract Administrator | $11,318 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,180 |
DA DAVIDSON & CO2 years Filed as: D.A. DAVIDSON & CO Service code 55 | Other Commissions | $4,842 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,704 | $65,376-89.7% | $87,100-92.3% | $65,185-89.7% |
| Participation rate | 57.4% | 75.3%-17.9pp | 76.9%-19.4pp | 70.2%-12.8pp |
| Annual return | -6.95% | 31.27%-38.2pp | 28.19%-35.1pp | 29.38%-36.3pp |
| Employer contribution / active EE | $509 | $1,822-72.1% | $2,521-79.8% | $2,177-76.6% |
| Participant deferral / active EE | $1,748 | $3,388-48.4% | $4,049-56.8% | $3,514-50.2% |
| Admin fee / account holder | $98 | $520-81.1% | $7,497-98.7% | $847-88.4% |