Filed October 17, 2008 (most recent of 2 filings on file)
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 INTERSTATE BANK OF COMMERCE Service code 27 · EIN 81-6023169 | Advisory (Plan) | $35,896 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,130 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,690 | $79,428+58.2% | $106,548+18.0% | $79,386+58.3% |
| Participation rate | 99.1% | 74.1%+25.0pp | 76.1%+23.0pp | 70.7%+28.4pp |
| Annual return | 14.02% | 18.27%-4.3pp | 26.80%-12.8pp | 116.85%-102.8pp |
| Employer contribution / active EE | $3,835 | $2,234+71.7% | $2,819+36.1% | $2,427+58.0% |
| Participant deferral / active EE | $6,146 | $3,823+60.8% | $4,398+39.7% | $4,046+51.9% |
| Admin fee / account holder | $430 | $523-17.8% | $7,407-94.2% | $626-31.4% |