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 & CO2 years Filed as: D A DAVIDSON AND CO Service code 27 8 THIRD ST N · GREAT FALLS, MT 59401 | Advisory (Plan) | $55,297 |
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $29,196 |
Filed as: BENEFIT PLANS INC Service code 13 16924 FRANCES STREET · OMAHA, NE 68130 | Contract Administrator | $15,566 |
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 | $144,425 | $58,655+146.2% | $91,989+57.0% | $65,185+121.6% |
| Participation rate | 98.1% | 75.3%+22.8pp | 78.6%+19.4pp | 70.2%+27.9pp |
| Annual return | 25.48% | 33.92%-8.4pp | 69.02%-43.5pp | 29.38%-3.9pp |
| Employer contribution / active EE | $2,801 | $2,080+34.6% | $3,452-18.8% | $2,177+28.7% |
| Participant deferral / active EE | $7,928 | $5,474+44.8% | $5,923+33.8% | $3,514+125.6% |
| Admin fee / account holder | $0 | $434-100.0% | $7,743-100.0% | $847-100.0% |