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 |
|---|---|---|
NORTHFORK FINANCIAL LLC2 years Service code 27 PO BOX 965 · BOZEMAN, MT 59771 | Advisory (Plan) | $7,895 |
Service code 13 3495 PARKWAY AVE · BOZEMAN, MT 59718 | Contract Administrator | $1,754 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,684 | $58,512-57.8% | $84,015-70.6% | $72,985-66.2% |
| Participation rate | 65.5% | 61.2%+4.2pp | 69.0%-3.5pp | 69.5%-4.0pp |
| Annual return | 25.88% | 28.93%-3.0pp | 71.31%-45.4pp | 81.00%-55.1pp |
| Employer contribution / active EE | $935 | $1,163-19.6% | $1,983-52.9% | $2,440-61.7% |
| Participant deferral / active EE | $1,447 | $2,394-39.6% | $3,239-55.3% | $3,607-59.9% |
| Admin fee / account holder | $56 | $4,569-98.8% | $6,101-99.1% | $5,124-98.9% |