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 |
|---|---|---|
RANDALL & HURLEY, INC.1 year Service code 15 · EIN 91-1661080 828 GREAT NORTHERN BLVD · HELENA, MT 596241193 | Recordkeeping | $3,304 |
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 | $52,467 | $79,523-34.0% | $140,016-62.5% | $56,287-6.8% |
| Participation rate | 95.3% | 85.7%+9.6pp | 87.5%+7.8pp | 69.9%+25.4pp |
| Annual return | -1.59% | 2.39%-4.0pp | 651.12%-652.7pp | -9.96%+8.4pp |
| Employer contribution / active EE | $3,767 | $3,350+12.5% | $5,606-32.8% | $2,111+78.5% |
| Participant deferral / active EE | $4,501 | $5,129-12.2% | $6,927-35.0% | $3,350+34.4% |
| Admin fee / account holder | $30 | $614-95.1% | $10,705-99.7% | $521-94.2% |