Filed December 8, 2006 (most recent of 2 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 |
|---|---|---|
DA DAVIDSON & CO1 year Service code 27 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $8,907 |
SMITH HAYES ADVISERS, INC.3 years Service code 27 1225 L ST., STE. 200 · LINCOLN, NE 68508 | Advisory (Plan) | $3,656 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $570 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,834 | $52,953-21.0% | $172,739-75.8% | $65,185-35.8% |
| Participation rate | 74.2% | 66.2%+8.0pp | 82.6%-8.5pp | 70.2%+4.0pp |
| Annual return | 7.39% | 30.12%-22.7pp | 802.84%-795.4pp | 29.38%-22.0pp |
| Employer contribution / active EE | $1,559 | $2,190-28.8% | $5,143-69.7% | $2,177-28.4% |
| Participant deferral / active EE | $2,257 | $2,471-8.6% | $5,198-56.6% | $3,514-35.8% |
| Admin fee / account holder | $83 | $472-82.4% | $13,954-99.4% | $847-90.2% |