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 & CO2 years Service code 27 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $17,168 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $8,057 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,089 | $70,908+18.6% | $98,907-15.0% | $73,488+14.4% |
| Participation rate | 58.3% | 73.8%-15.4pp | 76.0%-17.7pp | 70.7%-12.3pp |
| Annual return | 10.51% | 34.17%-23.7pp | 196.43%-185.9pp | 28.51%-18.0pp |
| Employer contribution / active EE | $706 | $2,036-65.4% | $2,689-73.8% | $2,270-68.9% |
| Participant deferral / active EE | $1,820 | $3,500-48.0% | $4,244-57.1% | $3,740-51.3% |
| Admin fee / account holder | $346 | $535-35.3% | $6,642-94.8% | $513-32.5% |