Filed August 14, 2007 (most recent of 3 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 |
|---|---|---|
DA DAVIDSON & CO10+ years Filed as: D A DAVIDSON & CO INC Service code 27 · EIN 81-0139474 83RD STREET NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $129,037 |
RANDALL & HURLEY, INC.7 years Service code 15 · EIN 91-1661080 1328 N WHITMAN LANE · LIBERTY LAKE, WA 99019 | Recordkeeping | $65,748 |
EIDE BAILLY LLP10+ years Service code 10 · EIN 45-0250958 401 N 31ST STREET SUITE 1120 · BILLINGS, MT 591037112 | Accounting | $14,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,457 | $53,199-20.2% | $155,567-72.7% | $199,768-78.7% |
| Participation rate | 95.9% | 64.1%+31.7pp | 78.2%+17.7pp | 72.0%+23.9pp |
| Annual return | 11.08% | 41.17%-30.1pp | 64.74%-53.7pp | 34.26%-23.2pp |
| Employer contribution / active EE | $5,213 | $1,852+181.4% | $4,674+11.5% | $3,037+71.7% |
| Participant deferral / active EE | $0 | $3,163-100.0% | $5,628-100.0% | $5,090-100.0% |
| Admin fee / account holder | $91 | $186-50.7% | $15,916-99.4% | $269-66.0% |