MONTANA SCHOOL BOARDS ASSOCIATION
Retirement Plan Detail
Retirement Plan Ranking
Retirement Plan:
Montana School Boards Association 401(K) Profit Sharing Plan & Trust
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Plan Benchmark
Disclaimer: Ratings are based on firm-provided, independently audited data and reflect Mployer Advisor's opinion. They are not financial or legal advice and should be one of many factors considered when evaluating a retirement plan.
$12,938
Avg Employer Contribution per Person per Year
Top Benefits
Moderate
Plan Design
Competitive
Not EE Friendly
Admin Fees as a % of Total Assets
Laggard
18%
1 Year Return
Top Benefits
Peer Group
Size
1-24 employees
Region
Mountain
Industry
Educational Services
Employer & Employee Contribution
Factors like longer employee tenure and more generous match rates result in higher contributions.
Average Employer Contribution
Employer
Cohort
Average Employee Contribution
Employee
Cohort
Plan Details
Plan name
Montana School Boards Association 401(K) Profit Sharing Plan & Trust
Plan type
401k
Plan start date
07/01/2009
Plan assets
$11,399,944
Participation Rate
100.00 %
Loan %
0.03 %
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Key Plan Features
Each employer retirement plan is unique with different features that can benefit employees.
Loans
Yes
Self-directed
No
Auto-Enroll
No
Vesting Requirements
No
Returns
The below return percentage is an approximate one-year return. Specific employee start date's and other factors can shift the percentage up or down.
Average Returns
Employer
Cohort
Administrative Fees
Retirement plans pays fees each year to advisors and other vendors. This shows how your fees compare to like plans both as a percent of total and overall.
Administration Fees $
Employer
Cohort
Administrative Fees %
Employer
Cohort
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FAQs
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