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) | $48,312 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,141 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,687 | $88,581-29.2% | $145,661-57.0% | $74,304-15.6% |
| Participation rate | 96.2% | 64.9%+31.3pp | 77.2%+19.0pp | 60.3%+35.9pp |
| Annual return | 13.65% | 34.30%-20.7pp | 101.46%-87.8pp | 29.43%-15.8pp |
| Employer contribution / active EE | $3,472 | $2,612+32.9% | $4,238-18.1% | $2,241+54.9% |
| Participant deferral / active EE | $3,565 | $4,151-14.1% | $7,198-50.5% | $3,767-5.4% |
| Admin fee / account holder | $252 | $2,953-91.5% | $12,466-98.0% | $2,969-91.5% |