Filed September 11, 2008
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 |
|---|---|---|
LPL FINANCIAL6+ years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $21,244 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,386 |
BIG SKY RETIREMENT INC3 years Service code 13 | Contract Administrator | $10,111 |
BIG SKY RETIREMENT INC2 years Filed as: BIG SKY RETIREMENT Service code 13 900 N MONTANA AVE STE A1 · HELENA, MT 59601 | Contract Administrator | $2,675 |
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 | $51,178 | $81,474-37.2% | $133,956-61.8% | $73,488-30.4% |
| Participation rate | 94.7% | 76.4%+18.3pp | 79.8%+14.8pp | 70.7%+24.0pp |
| Annual return | 16.48% | 19.40%-2.9pp | 45.09%-28.6pp | 28.51%-12.0pp |
| Employer contribution / active EE | $1,984 | $2,209-10.2% | $3,919-49.4% | $2,270-12.6% |
| Participant deferral / active EE | $3,495 | $3,786-7.7% | $5,048-30.8% | $3,740-6.5% |
| Admin fee / account holder | $154 | $713-78.4% | $8,927-98.3% | $513-69.9% |