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 |
|---|---|---|
Service code 27 2700 KING AVE Q · BILLINGS, MT 59101 | Advisory (Plan) | $27,184 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,798 | $78,419-63.3% | $133,956-78.5% | $73,409-60.8% |
| Participation rate | 94.5% | 78.6%+15.9pp | 79.8%+14.6pp | 72.2%+22.3pp |
| Annual return | 13.09% | 33.35%-20.3pp | 45.09%-32.0pp | 59.29%-46.2pp |
| Employer contribution / active EE | $3,575 | $2,044+74.9% | $3,919-8.8% | $2,234+60.1% |
| Participant deferral / active EE | $1,275 | $3,925-67.5% | $5,048-74.7% | $3,805-66.5% |
| Admin fee / account holder | $101 | $161-37.4% | $8,927-98.9% | $158-36.0% |