Filed June 14, 2006
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: DA DAVIDSON AND CO Service code 26 8 THIRD ST N · GREAT FALLS, MT 59401 | Advisory (Participants) | $48,180 |
NATIONWIDE6+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $45,205 |
Filed as: BENEFIT PLANS, INC. Service code 15 16924 FRANCES ST, STE 100 · OMAHA, NE 68130 | Recordkeeping | $32,777 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $47,003 | $51,288-8.4% | $81,983-42.7% | $73,409-36.0% |
| Participation rate | 63.7% | 64.0%-0.3pp | 69.2%-5.6pp | 72.2%-8.5pp |
| Annual return | 17.52% | 29.48%-12.0pp | 41.31%-23.8pp | 59.29%-41.8pp |
| Employer contribution / active EE | $970 | $1,487-34.7% | $2,498-61.2% | $2,234-56.6% |
| Participant deferral / active EE | $2,488 | $2,715-8.4% | $3,722-33.2% | $3,805-34.6% |
| Admin fee / account holder | $199 | $125+58.7% | $5,664-96.5% | $158+26.0% |