Filed March 5, 1998
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 |
|---|---|---|
PROMANAGE LLC10+ years Service code 26 150 N MICHIGAN AVE · CHICAGO, IL 60601 | Advisory (Participants) | $445,753 |
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $21,297 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $73,145 | $53,136+37.7% | $155,509-53.0% | $199,593-63.4% |
| Participation rate | 86.8% | 64.1%+22.8pp | 78.2%+8.7pp | 72.0%+14.9pp |
| Annual return | 11.31% | 41.15%-29.8pp | 64.67%-53.4pp | 34.25%-22.9pp |
| Employer contribution / active EE | $3,245 | $1,851+75.3% | $4,672-30.5% | $3,034+7.0% |
| Participant deferral / active EE | $4,612 | $3,161+45.9% | $5,626-18.0% | $5,087-9.3% |
| Admin fee / account holder | $85 | $185-54.2% | $15,912-99.5% | $269-68.4% |