Filed December 4, 2015 (most recent of 7 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 |
|---|---|---|
EMPLOYEE BENEFIT RESOURCES, INC.1+ years Service code 15 · EIN 45-3983343 828 GREAT NORTHERN BLVD · HELENA, MT 596241193 | Recordkeeping | $4,222 |
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 | $63,155 | $70,667-10.6% | $123,104-48.7% | $52,331+20.7% |
| Participation rate | 85.0% | 83.7%+1.3pp | 86.8%-1.7pp | 68.1%+16.9pp |
| Annual return | 5.46% | 6.23%-0.8pp | 13.22%-7.8pp | 4.54%+0.9pp |
| Employer contribution / active EE | $3,497 | $2,946+18.7% | $5,151-32.1% | $1,882+85.8% |
| Participant deferral / active EE | $3,786 | $4,493-15.7% | $6,230-39.2% | $3,022+25.3% |
| Admin fee / account holder | $34 | $506-93.2% | $9,015-99.6% | $592-94.2% |