Filed October 13, 2025 (most recent of 2 filings on file)
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 |
|---|---|---|
WIPFLI LLP2 years Service code 13 · EIN 39-0758449 910 N LAST CHANCE GULCH · HELENA, MT 596013395 | Contract Administrator | $7,955 |
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 | $33,902 | $80,005-57.6% | $140,016-75.8% | $55,725-39.2% |
| Participation rate | 97.2% | 87.0%+10.2pp | 87.5%+9.7pp | 70.9%+26.3pp |
| Annual return | -3.69% | 0.46%-4.1pp | 651.12%-654.8pp | 244.93%-248.6pp |
| Employer contribution / active EE | $3,830 | $3,403+12.5% | $5,606-31.7% | $2,078+84.3% |
| Participant deferral / active EE | $4,132 | $5,264-21.5% | $6,927-40.4% | $3,356+23.1% |
| Admin fee / account holder | $30 | $116-74.4% | $10,705-99.7% | $115-74.3% |