Filed May 22, 1993
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 |
|---|---|---|
Filed as: FIRST FINANCIAL EQUITY CORP Service code 26 · EIN 86-0511639 | Advisory (Participants) | $14,288 |
BIG SKY RETIREMENT INC2 years Service code 13 | Contract Administrator | $2,858 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,838 | $65,061-58.7% | $143,757-81.3% | $66,914-59.9% |
| Participation rate | 72.6% | 65.2%+7.4pp | 80.3%-7.7pp | 69.8%+2.8pp |
| Annual return | -14.91% | -11.14%-3.8pp | -0.04%-14.9pp | 1.58%-16.5pp |
| Employer contribution / active EE | $686 | $2,361-71.0% | $4,951-86.1% | $2,544-73.0% |
| Participant deferral / active EE | $1,602 | $2,919-45.1% | $5,637-71.6% | $4,237-62.2% |
| Admin fee / account holder | $49 | $502-90.3% | $14,673-99.7% | $593-91.8% |