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.3 years Service code 15 · EIN 91-1661080 828 GREAT NORTHERN BLVD · HELENA, MT 596241193 | Recordkeeping | $7,040 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,485 | $111,608-42.2% | $177,821-63.7% | $73,409-12.2% |
| Participation rate | 93.0% | 87.9%+5.2pp | 87.7%+5.3pp | 72.2%+20.8pp |
| Annual return | 15.44% | 18.23%-2.8pp | 48.32%-32.9pp | 59.29%-43.9pp |
| Employer contribution / active EE | $4,613 | $3,796+21.5% | $5,918-22.1% | $2,234+106.5% |
| Participant deferral / active EE | $5,433 | $6,199-12.4% | $7,714-29.6% | $3,805+42.8% |
| Admin fee / account holder | $37 | $166-77.5% | $12,427-99.7% | $158-76.4% |