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 |
|---|---|---|
BRADY MARTZ & ASSOCIATES1 year Filed as: BRADY MARTZ AND ASSOCIATES P.C. Service code 10 401 DEMERS AVENUE SUITE 300 · GRAND FORKS, ND 58208 | Accounting | $7,800 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $4,759 |
Filed as: CHARLES SCHWAB AND CO INC Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Shareholder servicing fees; Securitie... | $69 |
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 | $155,418 | $71,666+116.9% | $117,854+31.9% | $69,631+123.2% |
| Participation rate | 97.3% | 77.5%+19.8pp | 79.7%+17.7pp | 70.7%+26.6pp |
| Annual return | 18.63% | 18.86%-0.2pp | 335.08%-316.4pp | 27571.02%-27552.4pp |
| Employer contribution / active EE | $7,689 | $1,889+307.0% | $3,786+103.1% | $2,032+278.4% |
| Participant deferral / active EE | $4,495 | $3,340+34.6% | $4,482+0.3% | $3,224+39.4% |
| Admin fee / account holder | $15 | $120-87.8% | $8,020-99.8% | $110-86.7% |