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) | $40,888 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $33,636 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,784 | $92,055-4.6% | $106,213-17.4% | $77,643+13.1% |
| Participation rate | 96.8% | 81.0%+15.8pp | 75.3%+21.5pp | 70.6%+26.2pp |
| Annual return | 53.45% | 17.91%+35.5pp | 116.14%-62.7pp | 31.24%+22.2pp |
| Employer contribution / active EE | $3,897 | $3,367+15.7% | $3,171+22.9% | $2,726+43.0% |
| Participant deferral / active EE | $4,984 | $5,386-7.5% | $5,016-0.6% | $4,647+7.2% |
| Admin fee / account holder | $237 | $219+8.4% | $11,033-97.8% | $430-44.9% |