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 & CO5+ years Filed as: D A DAVIDSON & CO INC Service code 27 · EIN 81-0139474 83RD STREET NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $115,522 |
RANDALL & HURLEY, INC.2 years Service code 15 · EIN 91-1661080 828 GREAT NORTHERN BOULEVARD · HELENA, MT 59601 | Recordkeeping | $41,575 |
EIDE BAILLY LLP5+ years Service code 10 · EIN 45-0250958 401 N 31ST STREET SUITE 1120 · BILLINGS, MT 591037112 | Accounting | $10,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,327 | $47,456-21.3% | $172,739-78.4% | $77,787-52.0% |
| Participation rate | 96.4% | 66.3%+30.2pp | 82.6%+13.8pp | 73.2%+23.2pp |
| Annual return | 20.57% | 35.57%-15.0pp | 802.84%-782.3pp | 32.57%-12.0pp |
| Employer contribution / active EE | $3,844 | $1,574+144.2% | $5,143-25.2% | $2,504+53.5% |
| Participant deferral / active EE | $0 | $2,560-100.0% | $5,198-100.0% | $3,967-100.0% |
| Admin fee / account holder | $97 | $81+20.5% | $13,954-99.3% | $100-2.7% |