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 | $31,337 |
RANDALL & HURLEY, INC.2 years Service code 13 | Contract Administrator | $5,697 |
RANDALL & HURLEY, INC.2 years Filed as: RANDALL & HURLEY Service code 13 · EIN 91-1661080 828 GREAT NORTHERN BLVD · HELENA, MT 59601 | Contract Administrator | $1,100 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,607 | $61,156-17.3% | $185,823-72.8% | $79,386-36.3% |
| Participation rate | 90.1% | 66.6%+23.5pp | 81.7%+8.4pp | 70.7%+19.4pp |
| Annual return | 14.65% | 19.45%-4.8pp | 122.05%-107.4pp | 116.85%-102.2pp |
| Employer contribution / active EE | $2,529 | $2,321+9.0% | $5,167-51.1% | $2,427+4.2% |
| Participant deferral / active EE | $3,697 | $2,789+32.6% | $5,568-33.6% | $4,046-8.6% |
| Admin fee / account holder | $196 | $710-72.4% | $16,237-98.8% | $626-68.8% |