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 |
|---|---|---|
BIG SKY RETIREMENT INC4 years Service code 13 900 N MONTANA AVE STE A1 · HELENA, MT 59601 | Contract Administrator | $10,305 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,586 | $55,415-57.4% | $155,509-84.8% | $74,495-68.3% |
| Participation rate | 81.7% | 61.9%+19.8pp | 78.2%+3.5pp | 67.2%+14.5pp |
| Annual return | 13.03% | 268.50%-255.5pp | 64.67%-51.6pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $594 | $2,267-73.8% | $4,672-87.3% | $2,623-77.4% |
| Participant deferral / active EE | $1,938 | $2,836-31.7% | $5,626-65.6% | $4,346-55.4% |
| Admin fee / account holder | $53 | $1,738-96.9% | $15,912-99.7% | $1,942-97.3% |