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 & CO6 years Service code 27 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $27,887 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,998 |
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 | $47,676 | $50,982-6.5% | $154,803-69.2% | $85,563-44.3% |
| Participation rate | 48.6% | 59.8%-11.2pp | 78.1%-29.5pp | 66.0%-17.4pp |
| Annual return | 15.95% | 30.35%-14.4pp | 58.88%-42.9pp | 31.51%-15.6pp |
| Employer contribution / active EE | $1,903 | $1,708+11.4% | $4,305-55.8% | $2,654-28.3% |
| Participant deferral / active EE | $2,455 | $2,474-0.8% | $5,540-55.7% | $4,375-43.9% |
| Admin fee / account holder | $143 | $846-83.1% | $14,329-99.0% | $834-82.8% |