Filed March 21, 2005
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 FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $263,262 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $36,450 |
CROWLEY FLECK PLLP1 year Service code 29 · EIN 81-0122795 | Legal | $34,934 |
US BANK1 year Filed as: GLACIER BANCORP, INC. Service code 10 · EIN 91-0189318 | Accounting | $11,340 |
Form 5500 reported that benefits due were not provided when due.
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 | $103,902 | $110,699-6.1% | $177,821-41.6% | $90,288+15.1% |
| Participation rate | 98.7% | 88.3%+10.4pp | 87.7%+11.0pp | 73.4%+25.4pp |
| Annual return | 18.32% | 22.79%-4.5pp | 48.32%-30.0pp | 53.97%-35.6pp |
| Employer contribution / active EE | $7,760 | $4,118+88.4% | $5,918+31.1% | $2,524+207.4% |
| Participant deferral / active EE | $5,482 | $6,731-18.6% | $7,714-28.9% | $4,232+29.5% |
| Admin fee / account holder | $91 | $90+0.6% | $12,427-99.3% | $114-20.6% |