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 | $11,693 |
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.
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 | $26,330 | $71,192-63.0% | $117,854-77.7% | $62,292-57.7% |
| Participation rate | 91.5% | 74.2%+17.3pp | 79.7%+11.8pp | 69.5%+22.0pp |
| Annual return | 28.85% | 18.66%+10.2pp | 335.08%-306.2pp | 28.90%-0.1pp |
| Employer contribution / active EE | $2,547 | $1,934+31.7% | $3,786-32.7% | $2,042+24.7% |
| Participant deferral / active EE | $789 | $3,189-75.2% | $4,482-82.4% | $3,169-75.1% |
| Admin fee / account holder | $43 | $587-92.7% | $8,020-99.5% | $479-91.1% |