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 RETIREMENT PLAN SRVC Service code 15 · EIN 01-0233346 | Recordkeeping | $332,622 |
DA DAVIDSON & CO4 years Filed as: DA DAVIDSON Service code 27 8 THIRD STREET NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $89,993 |
BKD, LLP5+ years Filed as: BKD CPAS & ADVISORS Service code 10 · EIN 44-0160260 | Accounting | $14,000 |
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 | $100,847 | $44,794+125.1% | $90,281+11.7% | $77,787+29.6% |
| Participation rate | 97.1% | 66.6%+30.6pp | 73.3%+23.9pp | 73.2%+23.9pp |
| Annual return | 25.38% | 28.23%-2.9pp | 78.10%-52.7pp | 32.57%-7.2pp |
| Employer contribution / active EE | $1,908 | $1,809+5.5% | $2,854-33.2% | $2,504-23.8% |
| Participant deferral / active EE | $5,778 | $2,642+118.7% | $3,885+48.7% | $3,967+45.6% |
| Admin fee / account holder | $156 | $94+64.9% | $5,351-97.1% | $100+55.6% |