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 | $390,577 |
DA DAVIDSON & CO8 years Filed as: DA DAVIDSON Service code 27 8 THIRD STREET NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $90,000 |
FORVIS MAZARS, LLP2 years Filed as: FORVIS LLP Service code 10 · EIN 44-0160260 | Accounting | $15,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $597,178 | $52,660+1034.0% | $86,612+589.5% | $80,160+645.0% |
| Participation rate | 0.0% | 62.4%-62.4pp | 71.7%-71.7pp | 72.9%-72.9pp |
| Annual return | 20.79% | 24.87%-4.1pp | 591.07%-570.3pp | 40.38%-19.6pp |
| Employer contribution / active EE | $2,438 | $2,140+13.9% | $3,022-19.3% | $2,978-18.1% |
| Participant deferral / active EE | $7,419 | $3,215+130.8% | $4,438+67.2% | $5,017+47.9% |
| Admin fee / account holder | $762 | $113+575.9% | $5,614-86.4% | $145+425.9% |