Filed July 26, 2005
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) | $17,031 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $694 |
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 | $61,904 | $89,739-31.0% | $149,718-58.7% | $62,292-0.6% |
| Participation rate | 95.6% | 85.1%+10.5pp | 87.1%+8.5pp | 69.5%+26.1pp |
| Annual return | 19.33% | 21.01%-1.7pp | 1501.63%-1482.3pp | 28.90%-9.6pp |
| Employer contribution / active EE | $1,853 | $3,233-42.7% | $5,445-66.0% | $2,042-9.3% |
| Participant deferral / active EE | $4,054 | $4,797-15.5% | $6,569-38.3% | $3,169+27.9% |
| Admin fee / account holder | $0 | $551-99.9% | $11,283-100.0% | $479-99.9% |