Filed October 18, 2004 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $338,245 |
DA DAVIDSON & CO9 years Filed as: DA DAVIDSON Service code 27 8 THIRD STREET NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $90,000 |
FORVIS MAZARS, LLP3 years Filed as: FORVIS LLP Service code 10 · EIN 44-0160260 | Accounting | $16,300 |
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 | $128,035 | $55,331+131.4% | $81,812+56.5% | $199,593-35.9% |
| Participation rate | 98.4% | 62.5%+35.9pp | 72.3%+26.1pp | 72.0%+26.5pp |
| Annual return | 16.04% | 19.59%-3.6pp | 773.79%-757.7pp | 34.25%-18.2pp |
| Employer contribution / active EE | $2,293 | $2,101+9.1% | $2,912-21.3% | $3,034-24.4% |
| Participant deferral / active EE | $7,599 | $3,283+131.5% | $4,319+76.0% | $5,087+49.4% |
| Admin fee / account holder | $128 | $346-63.1% | $7,386-98.3% | $269-52.5% |