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 & CO1 year Service code 27 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $12,462 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,614 |
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 | $147,669 | $69,362+112.9% | $101,248+45.8% | $73,488+100.9% |
| Participation rate | 73.7% | 68.4%+5.4pp | 75.8%-2.1pp | 70.7%+3.1pp |
| Annual return | 20.57% | 18.46%+2.1pp | 46.47%-25.9pp | 28.51%-7.9pp |
| Employer contribution / active EE | $3,043 | $2,628+15.8% | $3,660-16.8% | $2,270+34.0% |
| Participant deferral / active EE | $8,964 | $3,300+171.7% | $4,370+105.1% | $3,740+139.7% |
| Admin fee / account holder | $91 | $704-87.1% | $5,945-98.5% | $513-82.3% |