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 INC5 years Service code 13 900 N MONTANA AVE STE A1 · HELENA, MT 59601 | Contract Administrator | $12,869 |
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 | $19,729 | $50,982-61.3% | $154,803-87.3% | $85,563-76.9% |
| Participation rate | 84.5% | 59.8%+24.7pp | 78.1%+6.4pp | 66.0%+18.5pp |
| Annual return | 35.50% | 30.35%+5.1pp | 58.88%-23.4pp | 31.51%+4.0pp |
| Employer contribution / active EE | $767 | $1,708-55.1% | $4,305-82.2% | $2,654-71.1% |
| Participant deferral / active EE | $1,517 | $2,474-38.7% | $5,540-72.6% | $4,375-65.3% |
| Admin fee / account holder | $47 | $846-94.5% | $14,329-99.7% | $834-94.4% |