See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST INTERSTATE BANK Service code 25 · EIN 81-6023169 | Directed Trustee | $197,792 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $73,997 |
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.
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 | $275,997 | $89,652+207.9% | $141,162+95.5% | $65,185+323.4% |
| Participation rate | 96.7% | 74.7%+22.0pp | 82.5%+14.3pp | 70.2%+26.5pp |
| Annual return | 18.43% | 32.79%-14.4pp | 71.39%-53.0pp | 29.38%-11.0pp |
| Employer contribution / active EE | $17,863 | $3,065+482.9% | $4,735+277.3% | $2,177+720.7% |
| Participant deferral / active EE | $6,107 | $5,691+7.3% | $6,709-9.0% | $3,514+73.8% |
| Admin fee / account holder | $863 | $569+51.8% | $10,261-91.6% | $847+1.9% |