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 |
|---|---|---|
Filed as: FIRST INTERSTATE BANK Service code 15 · EIN 81-6023169 | Recordkeeping | $205,830 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $270,884 | $80,753+235.4% | $136,294+98.8% | $62,292+334.9% |
| Participation rate | 95.5% | 73.5%+22.0pp | 81.9%+13.6pp | 69.5%+26.0pp |
| Annual return | 15.12% | 35.83%-20.7pp | 5155.94%-5140.8pp | 28.90%-13.8pp |
| Employer contribution / active EE | $16,784 | $2,884+482.0% | $4,695+257.5% | $2,042+721.9% |
| Participant deferral / active EE | $5,603 | $5,164+8.5% | $6,247-10.3% | $3,169+76.8% |
| Admin fee / account holder | $732 | $525+39.4% | $9,243-92.1% | $479+52.8% |