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 |
|---|---|---|
CAPSTONE WEALTH MANAGEMENT1+ years Service code 28 1500 POLY DRIVE, #107 · BILLINGS, MT 59102 | Investment Management | $34,014 |
WIPFLI LLP1+ years Filed as: WIPFLI, LLP Service code 10 · EIN 39-0758449 910 N. LAST CHANCE GULCH · HELENA, MT 59601 | Accounting | $5,397 |
EMPLOYEE BENEFIT RESOURCES, INC.1+ years Service code 15 · EIN 45-3983343 828 GREAT NORTHERN BOULEVARD · HELENA, MT 59601 | Recordkeeping | $1,197 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $50,385 | $45,438+10.9% | $80,004-37.0% | $59,632-15.5% |
| Participation rate | 70.4% | 63.7%+6.6pp | 73.0%-2.6pp | 68.7%+1.7pp |
| Annual return | -2.61% | 5.10%-7.7pp | 7.63%-10.2pp | 2041.28%-2043.9pp |
| Employer contribution / active EE | $877 | $1,236-29.0% | $2,473-64.5% | $2,203-60.2% |
| Participant deferral / active EE | $1,023 | $2,231-54.1% | $3,204-68.1% | $3,192-67.9% |
| Admin fee / account holder | $581 | $3,464-83.2% | $5,033-88.5% | $4,297-86.5% |