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 | $343,209 |
DA DAVIDSON & CO7 years Filed as: DA DAVIDSON Service code 27 8 THIRD STREET NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $89,996 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS LLP Service code 10 · EIN 44-0160260 | Accounting | $15,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $95,339 | $43,113+121.1% | $82,719+15.3% | $77,904+22.4% |
| Participation rate | 96.4% | 63.8%+32.6pp | 72.6%+23.9pp | 73.7%+22.7pp |
| Annual return | -19.47% | 2.60%-22.1pp | 701.18%-720.6pp | 12.21%-31.7pp |
| Employer contribution / active EE | $1,921 | $1,924-0.2% | $3,009-36.1% | $2,848-32.5% |
| Participant deferral / active EE | $6,776 | $3,057+121.7% | $4,395+54.2% | $4,806+41.0% |
| Admin fee / account holder | $133 | $102+30.5% | $5,329-97.5% | $133+0.6% |