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 LLP4 years Service code 13 · EIN 39-0758449 910 N LAST CHANCE GULCH · HELENA, MT 596013395 | Contract Administrator | $9,200 |
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 | $44,804 | $111,608-59.9% | $177,821-74.8% | $73,409-39.0% |
| Participation rate | 96.6% | 87.9%+8.8pp | 87.7%+8.9pp | 72.2%+24.5pp |
| Annual return | 21.77% | 18.23%+3.5pp | 48.32%-26.6pp | 59.29%-37.5pp |
| Employer contribution / active EE | $4,330 | $3,796+14.1% | $5,918-26.8% | $2,234+93.9% |
| Participant deferral / active EE | $4,056 | $6,199-34.6% | $7,714-47.4% | $3,805+6.6% |
| Admin fee / account holder | $18 | $166-89.3% | $12,427-99.9% | $158-88.8% |