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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $72,168 |
SMARTDOLLAR1 year Service code 26 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Advisory (Participants) | $21,870 |
BRADY MARTZ & ASSOCIATES6 years Filed as: BRADY, MARTZ & ASSOCIATES, P.C. Service code 10 401 DEMERS AVENUE SUITE 300 · GRAND FORKS, ND 58208 | Accounting | $10,000 |
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 | $182,123 | $91,372+99.3% | $129,995+40.1% | $74,419+144.7% |
| Participation rate | 93.5% | 77.8%+15.7pp | 78.5%+15.0pp | 70.7%+22.8pp |
| Annual return | 17.71% | 23.21%-5.5pp | -137.18%+154.9pp | 34.38%-16.7pp |
| Employer contribution / active EE | $8,333 | $2,563+225.1% | $4,320+92.9% | $2,637+216.0% |
| Participant deferral / active EE | $6,073 | $4,721+28.7% | $5,820+4.3% | $4,528+34.1% |
| Admin fee / account holder | $78 | $283-72.5% | $10,614-99.3% | $348-77.6% |