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.2 years Service code 15 · EIN 91-1661080 828 GREAT NORTHERN BLVD · HELENA, MT 596241193 | Recordkeeping | $3,900 |
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 | $56,231 | $88,515-36.5% | $162,163-65.3% | $67,579-16.8% |
| Participation rate | 95.5% | 86.8%+8.7pp | 87.6%+7.9pp | 71.3%+24.2pp |
| Annual return | 22.78% | 27.04%-4.3pp | 115.59%-92.8pp | 378.56%-355.8pp |
| Employer contribution / active EE | $4,146 | $3,563+16.3% | $5,614-26.1% | $2,148+93.0% |
| Participant deferral / active EE | $5,033 | $5,724-12.1% | $7,298-31.0% | $3,539+42.2% |
| Admin fee / account holder | $30 | $124-76.1% | $10,843-99.7% | $142-79.3% |