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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.
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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 & CO5 years Service code 27 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $24,674 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 28 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,453 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,360 | $55,415-29.0% | $155,509-74.7% | $74,495-47.2% |
| Participation rate | 52.7% | 61.9%-9.2pp | 78.2%-25.5pp | 67.2%-14.5pp |
| Annual return | 14.76% | 268.50%-253.7pp | 64.67%-49.9pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $1,960 | $2,267-13.5% | $4,672-58.0% | $2,623-25.3% |
| Participant deferral / active EE | $2,519 | $2,836-11.2% | $5,626-55.2% | $4,346-42.0% |
| Admin fee / account holder | $138 | $1,738-92.1% | $15,912-99.1% | $1,942-92.9% |