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 | $60,669 |
Service code 27 777 EAST MAIN, SUITE 202 · BOZEMAN, MT 59771 | Advisory (Plan) | $26,555 |
RANDALL & HURLEY, INC.3 years Service code 13 P.O. BOX 1193 · HELENA, MT 59601 | Contract Administrator | $3,600 |
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 | $41,785 | $52,293-20.1% | $178,490-76.6% | $73,409-43.1% |
| Participation rate | 86.6% | 65.3%+21.3pp | 81.9%+4.7pp | 72.2%+14.5pp |
| Annual return | 13.93% | 34.75%-20.8pp | 151.07%-137.1pp | 59.29%-45.4pp |
| Employer contribution / active EE | $1,344 | $1,735-22.5% | $5,011-73.2% | $2,234-39.8% |
| Participant deferral / active EE | $4,090 | $2,332+75.4% | $5,202-21.4% | $3,805+7.5% |
| Admin fee / account holder | $233 | $127+83.3% | $13,984-98.3% | $158+47.8% |