Filed January 20, 1997
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 |
|---|---|---|
T ROWE PRICE RPS INC11+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $76,833 |
BELL BANK6 years Filed as: BELL BANK WEALTH MANAGEMENT Service code 27 15 BROADWAY · FARGO, ND 58102 | Advisory (Plan) | $16,250 |
BRADY MARTZ & ASSOCIATES8 years Filed as: BRADY, MARTZ & ASSOCIATES, P.C. Service code 10 401 DEMERS AVENUE SUITE 300 · GRAND FORKS, ND 58208 | Accounting | $13,125 |
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 | $212,290 | $108,549+95.6% | $156,263+35.9% | $85,563+148.1% |
| Participation rate | 94.0% | 77.1%+17.0pp | 78.9%+15.1pp | 66.0%+28.1pp |
| Annual return | 16.07% | 21.79%-5.7pp | 59.47%-43.4pp | 31.51%-15.4pp |
| Employer contribution / active EE | $9,198 | $2,690+242.0% | $4,333+112.3% | $2,654+246.6% |
| Participant deferral / active EE | $6,443 | $4,800+34.2% | $6,158+4.6% | $4,375+47.3% |
| Admin fee / account holder | $86 | $650-86.7% | $14,255-99.4% | $834-89.6% |