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 & CO2 years Service code 27 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $12,184 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $819 |
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 | $44,267 | $58,879-24.8% | $178,490-75.2% | $73,488-39.8% |
| Participation rate | 74.3% | 66.2%+8.1pp | 81.9%-7.6pp | 70.7%+3.7pp |
| Annual return | 6.67% | 24.86%-18.2pp | 151.07%-144.4pp | 28.51%-21.8pp |
| Employer contribution / active EE | $1,708 | $2,236-23.6% | $5,011-65.9% | $2,270-24.8% |
| Participant deferral / active EE | $2,140 | $2,567-16.6% | $5,202-58.9% | $3,740-42.8% |
| Admin fee / account holder | $91 | $400-77.3% | $13,984-99.3% | $513-82.3% |