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 LLC9+ years Service code 16 150 N MICHIGAN AVE · CHICAGO, IL 60601 | Consulting | $10,485 |
T ROWE PRICE RPS INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,378 | $77,899+23.7% | $149,673-35.6% | $75,163+28.2% |
| Participation rate | 31.9% | 65.6%-33.6pp | 78.8%-46.8pp | 67.2%-35.2pp |
| Annual return | 12.61% | 31.72%-19.1pp | 134.42%-121.8pp | 160.62%-148.0pp |
| Employer contribution / active EE | $877 | $3,137-72.0% | $4,818-81.8% | $2,670-67.1% |
| Participant deferral / active EE | $1,247 | $3,411-63.4% | $5,680-78.0% | $4,125-69.8% |
| Admin fee / account holder | $91 | $5,956-98.5% | $13,210-99.3% | $5,651-98.4% |