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 & CO7+ years Service code 55 8 THIRD STREET NORTH · GREAT FALLS, MT 59401 | Other Commissions | $37,852 |
Filed as: GREAT-WEST LIFE & ANNUITY CO. Service code 64 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $736 |
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 | $36,860 | $56,485-34.7% | $185,823-80.2% | $86,799-57.5% |
| Participation rate | 80.1% | 65.5%+14.7pp | 81.7%-1.6pp | 72.3%+7.9pp |
| Annual return | 12.77% | 118.04%-105.3pp | 122.05%-109.3pp | 97.91%-85.1pp |
| Employer contribution / active EE | $2,164 | $1,843+17.4% | $5,167-58.1% | $2,405-10.0% |
| Participant deferral / active EE | $2,453 | $2,553-3.9% | $5,568-55.9% | $4,131-40.6% |
| Admin fee / account holder | $104 | $150-30.7% | $16,237-99.4% | $170-38.9% |