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 99 401 NORTH 31ST ST · BILLINGS, MT 59101 | Other Fees | $22,446 |
RANDALL & HURLEY, INC.1 year Service code 13 | Contract Administrator | $4,081 |
RANDALL & HURLEY, INC.1 year Filed as: RANDALL & HURLEY Service code 14 · EIN 91-1661080 828 GREAT NORTHERN BLVD · HELENA, MT 59601 | Plan Administrator | $1,100 |
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 | $39,287 | $58,879-33.3% | $178,490-78.0% | $73,488-46.5% |
| Participation rate | 85.2% | 66.2%+19.0pp | 81.9%+3.3pp | 70.7%+14.6pp |
| Annual return | 17.07% | 24.86%-7.8pp | 151.07%-134.0pp | 28.51%-11.4pp |
| Employer contribution / active EE | $2,165 | $2,236-3.2% | $5,011-56.8% | $2,270-4.6% |
| Participant deferral / active EE | $3,262 | $2,567+27.0% | $5,202-37.3% | $3,740-12.8% |
| Admin fee / account holder | $140 | $400-65.1% | $13,984-99.0% | $513-72.8% |