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 LLC1+ years Service code 15 105 N MICHIGAN AVE · CHICAGO, IL 60601 | Recordkeeping | $24,523 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $146,080 | $75,828+92.6% | $147,614-1.0% | $59,632+145.0% |
| Participation rate | 60.9% | 71.6%-10.7pp | 84.6%-23.8pp | 68.7%-7.8pp |
| Annual return | -1.71% | 0.37%-2.1pp | 61.98%-63.7pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $1,107 | $3,485-68.2% | $5,564-80.1% | $2,203-49.8% |
| Participant deferral / active EE | $757 | $3,130-75.8% | $4,895-84.5% | $3,192-76.3% |
| Admin fee / account holder | $212 | $5,985-96.5% | $11,611-98.2% | $4,297-95.1% |