See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
DA DAVIDSON & CO1 year Service code 55 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Other Commissions | $17,232 |
Filed as: GREAT-WEST LIFE & ANNUITY INS Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,720 |
Filed as: NORTHWEST RETIREMENT PLANS INC Service code 13 · EIN 93-0839718 3235 HILLCREST PARK DR STE 100 · MEDFORD, OR 97504 | Contract Administrator | $2,185 |
Filed as: ADVISED ASSETS GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $577 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,410 | $58,879-53.4% | $178,490-84.6% | $73,488-62.7% |
| Participation rate | 60.7% | 66.2%-5.5pp | 81.9%-21.2pp | 70.7%-10.0pp |
| Annual return | 4.29% | 24.86%-20.6pp | 151.07%-146.8pp | 28.51%-24.2pp |
| Employer contribution / active EE | $1,906 | $2,236-14.8% | $5,011-62.0% | $2,270-16.1% |
| Participant deferral / active EE | $2,419 | $2,567-5.8% | $5,202-53.5% | $3,740-35.3% |
| Admin fee / account holder | $125 | $400-68.8% | $13,984-99.1% | $513-75.7% |