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) | $7,656 |
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $560 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,270 | $81,248+14.8% | $155,509-40.0% | $80,856+15.4% |
| Participation rate | 38.1% | 66.2%-28.1pp | 78.2%-40.1pp | 67.6%-29.5pp |
| Annual return | 11.39% | 33.31%-21.9pp | 64.67%-53.3pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,307 | $3,100-57.8% | $4,672-72.0% | $2,755-52.6% |
| Participant deferral / active EE | $1,673 | $3,452-51.5% | $5,626-70.3% | $4,296-61.0% |
| Admin fee / account holder | $66 | $7,997-99.2% | $15,912-99.6% | $6,918-99.0% |