Filed January 2, 2014 (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 Filed as: D A DAVIDSON AND CO Service code 27 8 THIRD ST N · GREAT FALLS, MT 59401 | Advisory (Plan) | $50,020 |
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $30,099 |
Filed as: BENEFIT PLANS INC Service code 13 16924 FRANCES STREET · OMAHA, NE 68130 | Contract Administrator | $12,263 |
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 | $125,250 | $61,214+104.6% | $83,333+50.3% | $56,287+122.5% |
| Participation rate | 92.7% | 72.6%+20.1pp | 77.8%+15.0pp | 69.9%+22.9pp |
| Annual return | -6.60% | 0.42%-7.0pp | 10.63%-17.2pp | -9.96%+3.4pp |
| Employer contribution / active EE | $2,425 | $1,925+25.9% | $3,379-28.2% | $2,111+14.9% |
| Participant deferral / active EE | $6,802 | $5,091+33.6% | $5,565+22.2% | $3,350+103.1% |
| Admin fee / account holder | $0 | $512-100.0% | $7,510-100.0% | $521-100.0% |