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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $66,753 |
BRADY MARTZ & ASSOCIATES5 years Filed as: BRADY, MARTZ & ASSOCIATES, P.C. Service code 10 401 DEMERS AVENUE SUITE 300 · GRAND FORKS, ND 58208 | Accounting | $9,100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,365 | $71,142+138.1% | $119,609+41.6% | $64,808+161.3% |
| Participation rate | 94.2% | 78.6%+15.6pp | 79.3%+15.0pp | 71.5%+22.8pp |
| Annual return | -16.78% | -10.01%-6.8pp | -14.97%-1.8pp | 32.82%-49.6pp |
| Employer contribution / active EE | $8,394 | $2,497+236.1% | $4,232+98.3% | $2,506+235.0% |
| Participant deferral / active EE | $6,197 | $4,490+38.0% | $5,602+10.6% | $4,310+43.8% |
| Admin fee / account holder | $69 | $162-57.3% | $10,323-99.3% | $188-63.2% |