Filed October 19, 2004
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 & CO1 year Service code 27 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $13,140 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $5,486 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $102,333 | $66,310+54.3% | $93,606+9.3% | $65,185+57.0% |
| Participation rate | 59.2% | 74.0%-14.8pp | 75.8%-16.6pp | 70.2%-11.0pp |
| Annual return | 19.83% | 42.58%-22.7pp | 32.76%-12.9pp | 29.38%-9.5pp |
| Employer contribution / active EE | $627 | $2,012-68.8% | $2,718-76.9% | $2,177-71.2% |
| Participant deferral / active EE | $1,825 | $3,342-45.4% | $4,069-55.1% | $3,514-48.1% |
| Admin fee / account holder | $273 | $6,897-96.0% | $7,888-96.5% | $847-67.8% |