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 INC4 years Filed as: BIG SKY RETIREMENT Service code 13 900 N MONTANA AVE STE A1 · HELENA, MT 59601 | Contract Administrator | $15,975 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,365 | $50,815+107.4% | $155,509-32.2% | $77,643+35.7% |
| Participation rate | 83.6% | 63.1%+20.5pp | 78.2%+5.4pp | 70.6%+13.0pp |
| Annual return | 18.87% | 34.80%-15.9pp | 64.67%-45.8pp | 31.24%-12.4pp |
| Employer contribution / active EE | $3,044 | $1,993+52.8% | $4,672-34.9% | $2,726+11.7% |
| Participant deferral / active EE | $5,037 | $2,822+78.5% | $5,626-10.5% | $4,647+8.4% |
| Admin fee / account holder | $66 | $437-85.0% | $15,912-99.6% | $430-84.7% |