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 & CO4 years Service code 27 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $60,689 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,209 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,527 | $59,097+115.8% | $82,389+54.8% | $74,304+71.6% |
| Participation rate | 88.4% | 52.8%+35.7pp | 69.5%+18.9pp | 60.3%+28.1pp |
| Annual return | 16.23% | 22.85%-6.6pp | 28.67%-12.4pp | 29.43%-13.2pp |
| Employer contribution / active EE | $4,433 | $1,601+176.9% | $2,517+76.1% | $2,241+97.8% |
| Participant deferral / active EE | $9,324 | $2,775+235.9% | $4,155+124.4% | $3,767+147.5% |
| Admin fee / account holder | $346 | $4,489-92.3% | $7,231-95.2% | $2,969-88.3% |