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 LLC5+ years Service code 26 150 N MICHIGAN AVE · CHICAGO, IL 60601 | Advisory (Participants) | $16,605 |
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,380 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $127,486 | $85,202+49.6% | $172,739-26.2% | $72,985+74.7% |
| Participation rate | 37.3% | 70.1%-32.7pp | 82.6%-45.3pp | 69.5%-32.2pp |
| Annual return | 17.04% | 27.32%-10.3pp | 802.84%-785.8pp | 81.00%-64.0pp |
| Employer contribution / active EE | $694 | $3,324-79.1% | $5,143-86.5% | $2,440-71.5% |
| Participant deferral / active EE | $945 | $3,260-71.0% | $5,198-81.8% | $3,607-73.8% |
| Admin fee / account holder | $147 | $5,884-97.5% | $13,954-98.9% | $5,124-97.1% |