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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $75,138 |
BELL BANK5 years Filed as: BELL BANK WEALTH MANAGEMENT Service code 27 15 BROADWAY · FARGO, ND 58102 | Advisory (Plan) | $16,250 |
BRADY MARTZ & ASSOCIATES7 years Filed as: BRADY, MARTZ & ASSOCIATES, P.C. Service code 10 401 DEMERS AVENUE SUITE 300 · GRAND FORKS, ND 58208 | Accounting | $11,000 |
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 | $189,238 | $89,436+111.6% | $164,813+14.8% | $77,643+143.7% |
| Participation rate | 92.5% | 78.6%+13.8pp | 78.6%+13.8pp | 70.6%+21.9pp |
| Annual return | 12.47% | 28.83%-16.4pp | 69.93%-57.5pp | 31.24%-18.8pp |
| Employer contribution / active EE | $8,780 | $2,569+241.8% | $4,341+102.3% | $2,726+222.1% |
| Participant deferral / active EE | $6,143 | $4,897+25.4% | $6,031+1.8% | $4,647+32.2% |
| Admin fee / account holder | $85 | $339-74.9% | $12,690-99.3% | $430-80.2% |