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 LLC3+ years Service code 26 150 N MICHIGAN AVE · CHICAGO, IL 60601 | Advisory (Participants) | $22,016 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,532 |
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 | $147,267 | $84,233+74.8% | $170,442-13.6% | $70,131+110.0% |
| Participation rate | 52.7% | 70.8%-18.1pp | 83.6%-30.9pp | 69.5%-16.8pp |
| Annual return | 14.03% | 23.06%-9.0pp | 205.93%-191.9pp | 73.14%-59.1pp |
| Employer contribution / active EE | $938 | $3,387-72.3% | $5,433-82.7% | $2,342-59.9% |
| Participant deferral / active EE | $802 | $3,086-74.0% | $4,939-83.8% | $3,332-75.9% |
| Admin fee / account holder | $188 | $5,698-96.7% | $13,880-98.6% | $4,645-95.9% |