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 LLC7+ years Service code 26 150 N MICHIGAN AVE · CHICAGO, IL 60601 | Advisory (Participants) | $14,863 |
T ROWE PRICE RPS INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $450 |
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 | $123,964 | $95,416+29.9% | $185,823-33.3% | $85,850+44.4% |
| Participation rate | 34.2% | 68.8%-34.6pp | 81.7%-47.5pp | 69.3%-35.1pp |
| Annual return | 11.81% | 23.59%-11.8pp | 122.05%-110.2pp | 318.53%-306.7pp |
| Employer contribution / active EE | $644 | $3,314-80.6% | $5,167-87.5% | $2,565-74.9% |
| Participant deferral / active EE | $1,099 | $3,423-67.9% | $5,568-80.3% | $3,952-72.2% |
| Admin fee / account holder | $123 | $7,213-98.3% | $16,237-99.2% | $6,260-98.0% |