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 & CO2+ years Filed as: D A DAVIDSON & CO INC Service code 27 · EIN 81-0139474 83RD STREET NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $97,219 |
EMPLOYEE BENEFIT RESOURCES, INC.2+ years Filed as: EMPLOYEE BENEFIT RESOURCES INC Service code 15 · EIN 45-3983343 828 GREAT NORTHERN BOULEVARD · HELENA, MT 59601 | Recordkeeping | $34,936 |
EIDE BAILLY LLP2+ years Service code 10 · EIN 45-0250958 401 N 31ST STREET SUITE 1120 · BILLINGS, MT 591037112 | Accounting | $9,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,735 | $37,213-14.7% | $156,549-79.7% | $63,975-50.4% |
| Participation rate | 96.7% | 65.0%+31.7pp | 84.0%+12.7pp | 71.1%+25.6pp |
| Annual return | 8.38% | 47.89%-39.5pp | 32.23%-23.8pp | 48.65%-40.3pp |
| Employer contribution / active EE | $3,470 | $1,357+155.7% | $5,501-36.9% | $2,182+59.0% |
| Participant deferral / active EE | $0 | $2,070-100.0% | $4,871-100.0% | $3,356-100.0% |
| Admin fee / account holder | $101 | $56+80.2% | $13,027-99.2% | $70+44.1% |