Filed February 22, 2006
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 Service code 15 · EIN 81-6023169 | Recordkeeping | $9,078 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $19,742 | $107,378-81.6% | $108,579-81.8% | $57,658-65.8% |
| Participation rate | 83.2% | 77.1%+6.1pp | 79.6%+3.6pp | 70.2%+13.0pp |
| Annual return | 11.38% | 12.80%-1.4pp | -51.70%+63.1pp | 5.13%+6.2pp |
| Employer contribution / active EE | $2,039 | $1,782+14.4% | $3,758-45.8% | $1,974+3.3% |
| Participant deferral / active EE | $545 | $3,221-83.1% | $4,311-87.4% | $3,061-82.2% |
| Admin fee / account holder | $35 | $108-68.1% | $7,645-99.5% | $95-63.3% |