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 & CO2 years Service code 55 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Other Commissions | $17,504 |
RANDALL & HURLEY, INC.2 years Service code 13 1328 N WHITMAN LANE · LIBERTY LAKE, WA 99019 | Contract Administrator | $4,431 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,599 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $665 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,851 | $49,138-6.7% | $84,015-45.4% | $65,185-29.7% |
| Participation rate | 54.9% | 60.7%-5.8pp | 69.0%-14.1pp | 70.2%-15.3pp |
| Annual return | 21.82% | 23.00%-1.2pp | 71.31%-49.5pp | 29.38%-7.6pp |
| Employer contribution / active EE | $1,331 | $914+45.6% | $1,983-32.9% | $2,177-38.9% |
| Participant deferral / active EE | $2,807 | $2,397+17.1% | $3,239-13.3% | $3,514-20.1% |
| Admin fee / account holder | $87 | $543-84.1% | $6,101-98.6% | $847-89.8% |