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 | $350,753 |
DA DAVIDSON & CO5 years Filed as: DA DAVIDSON Service code 27 8 THIRD STREET NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $90,000 |
BKD, LLP6+ years Filed as: BKD CPAS & ADVISORS Service code 10 · EIN 44-0160260 | Accounting | $10,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,443 | $47,634+150.8% | $90,404+32.1% | $90,288+32.3% |
| Participation rate | 97.9% | 67.5%+30.4pp | 72.7%+25.2pp | 73.4%+24.5pp |
| Annual return | 20.17% | 19.61%+0.6pp | 1293.02%-1272.8pp | 53.97%-33.8pp |
| Employer contribution / active EE | $773 | $1,749-55.8% | $3,262-76.3% | $2,524-69.4% |
| Participant deferral / active EE | $5,497 | $2,824+94.6% | $3,963+38.7% | $4,232+29.9% |
| Admin fee / account holder | $152 | $106+43.1% | $5,611-97.3% | $114+33.0% |