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: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $71,306 |
RANDALL & HURLEY, INC.2 years Service code 13 P.O. BOX 1193 · HELENA, MT 59601 | Contract Administrator | $3,000 |
Service code 55 777 EAST MAIN, SUITE 202 · BOZEMAN, MT 59771 | Other Commissions | $0 |
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 | $37,957 | $62,928-39.7% | $172,739-78.0% | $67,579-43.8% |
| Participation rate | 84.7% | 64.5%+20.3pp | 82.6%+2.1pp | 71.3%+13.4pp |
| Annual return | 27.49% | 30.36%-2.9pp | 802.84%-775.3pp | 378.56%-351.1pp |
| Employer contribution / active EE | $1,275 | $1,636-22.1% | $5,143-75.2% | $2,148-40.6% |
| Participant deferral / active EE | $3,931 | $2,145+83.3% | $5,198-24.4% | $3,539+11.1% |
| Admin fee / account holder | $192 | $167+15.4% | $13,954-98.6% | $142+35.1% |