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 | $311,992 |
DA DAVIDSON & CO6 years Filed as: DA DAVIDSON Service code 27 8 THIRD STREET NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $89,999 |
BKD, LLP7+ years Filed as: BKD CPAS & ADVISORS Service code 10 · EIN 44-0160260 | Accounting | $15,000 |
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 | $127,022 | $52,626+141.4% | $98,442+29.0% | $93,030+36.5% |
| Participation rate | 97.0% | 65.3%+31.6pp | 73.3%+23.6pp | 73.9%+23.1pp |
| Annual return | 16.36% | 16.95%-0.6pp | 1492.73%-1476.4pp | 158.70%-142.3pp |
| Employer contribution / active EE | $1,373 | $1,894-27.5% | $2,960-53.6% | $2,706-49.3% |
| Participant deferral / active EE | $6,110 | $2,907+110.2% | $4,276+42.9% | $4,562+33.9% |
| Admin fee / account holder | $135 | $102+31.9% | $5,949-97.7% | $152-11.1% |