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 & CO8 years Service code 27 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $43,845 |
RANDALL & HURLEY, INC.8 years Service code 13 1328 N WHITMAN LANE · LIBERTY LAKE, WA 99019 | Contract Administrator | $12,671 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,427 |
Filed as: EMPOWER ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,374 | $66,098+3.4% | $101,794-32.8% | $74,304-8.0% |
| Participation rate | 60.1% | 53.8%+6.3pp | 69.2%-9.1pp | 60.3%-0.3pp |
| Annual return | 17.73% | 19.59%-1.9pp | 30.53%-12.8pp | 29.43%-11.7pp |
| Employer contribution / active EE | $1,495 | $1,082+38.2% | $2,289-34.7% | $2,241-33.3% |
| Participant deferral / active EE | $4,211 | $2,781+51.4% | $4,084+3.1% | $3,767+11.8% |
| Admin fee / account holder | $95 | $4,146-97.7% | $8,777-98.9% | $2,969-96.8% |