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 | $21,502 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,801 | $62,267-61.8% | $110,238-78.4% | $55,725-57.3% |
| Participation rate | 91.7% | 78.1%+13.5pp | 79.8%+11.8pp | 70.9%+20.8pp |
| Annual return | -4.47% | -1.07%-3.4pp | 314.74%-319.2pp | 244.93%-249.4pp |
| Employer contribution / active EE | $2,784 | $1,941+43.4% | $3,826-27.3% | $2,078+33.9% |
| Participant deferral / active EE | $878 | $3,516-75.0% | $4,672-81.2% | $3,356-73.8% |
| Admin fee / account holder | $73 | $121-39.5% | $8,547-99.1% | $115-36.5% |