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 |
|---|---|---|
Service code 13 501 PARK DRIVE SOUTH · GREAT FALLS, MT 594051879 | Contract Administrator | $7,382 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,972 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $413 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,956 | $65,061-52.4% | $143,757-78.5% | $66,914-53.7% |
| Participation rate | 34.3% | 65.2%-30.9pp | 80.3%-46.0pp | 69.8%-35.5pp |
| Annual return | -15.11% | -11.14%-4.0pp | -0.04%-15.1pp | 1.58%-16.7pp |
| Employer contribution / active EE | $642 | $2,361-72.8% | $4,951-87.0% | $2,544-74.8% |
| Participant deferral / active EE | $1,064 | $2,919-63.5% | $5,637-81.1% | $4,237-74.9% |
| Admin fee / account holder | $138 | $502-72.5% | $14,673-99.1% | $593-76.7% |