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 INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $64,618 |
BRADY MARTZ & ASSOCIATES4 years Filed as: BRADY, MARTZ & ASSOCIATES, P.C. Service code 10 401 DEMERS AVENUE SUITE 300 · GRAND FORKS, ND 58208 | Accounting | $8,300 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $30 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,868 | $86,225+144.6% | $146,665+43.8% | $86,799+142.9% |
| Participation rate | 94.9% | 78.0%+16.9pp | 80.1%+14.9pp | 72.3%+22.6pp |
| Annual return | 14.26% | 31.23%-17.0pp | 22.74%-8.5pp | 97.91%-83.6pp |
| Employer contribution / active EE | $7,713 | $2,392+222.4% | $4,136+86.5% | $2,405+220.6% |
| Participant deferral / active EE | $6,088 | $4,245+43.4% | $5,506+10.6% | $4,131+47.4% |
| Admin fee / account holder | $71 | $195-63.9% | $10,280-99.3% | $170-58.4% |