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 & CO1+ years Filed as: D A DAVIDSON & CO INC Service code 54 · EIN 81-0139474 83RD STREET NORTH · GREAT FALLS, MT 59401 | Sales Loads | $89,600 |
EMPLOYEE BENEFIT RESOURCES, INC.1+ years Filed as: EMPLOYEE BENEFIT RESOURCES INC Service code 15 · EIN 45-3983343 828 GREAT NORTHERN BOULEVARD · HELENA, MT 59601 | Recordkeeping | $33,892 |
EIDE BAILLY LLP1+ years Service code 10 · EIN 45-0250958 401 N 31ST STREET SUITE 1120 · BILLINGS, MT 591037112 | Accounting | $9,300 |
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 | $30,088 | $37,039-18.8% | $147,614-79.6% | $59,188-49.2% |
| Participation rate | 96.4% | 63.8%+32.6pp | 84.6%+11.7pp | 69.4%+26.9pp |
| Annual return | -1.16% | 7.19%-8.3pp | 61.98%-63.1pp | 5.51%-6.7pp |
| Employer contribution / active EE | $3,460 | $1,353+155.8% | $5,564-37.8% | $2,098+64.9% |
| Participant deferral / active EE | $0 | $2,094-100.0% | $4,895-100.0% | $3,265-100.0% |
| Admin fee / account holder | $105 | $60+73.7% | $11,611-99.1% | $92+13.4% |