Filed February 6, 2014 (most recent of 2 filings on file)
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 |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $117,503 |
WINTRUST INVESTMENTS LLC1 year Filed as: WINTRUST INVESTMENTS, LLC Service code 27 · EIN 36-1245570 | Advisory (Plan) | $55,000 |
CHERRY BEKAERT LLP1 year Service code 10 · EIN 56-0574444 | Accounting | $27,405 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,795 | $89,436+141.3% | $164,813+30.9% | $77,643+177.9% |
| Participation rate | 98.4% | 78.6%+19.7pp | 78.6%+19.8pp | 70.6%+27.8pp |
| Annual return | 17.62% | 28.83%-11.2pp | 69.93%-52.3pp | 31.24%-13.6pp |
| Employer contribution / active EE | $5,491 | $2,569+113.8% | $4,341+26.5% | $2,726+101.4% |
| Participant deferral / active EE | $11,059 | $4,897+125.8% | $6,031+83.4% | $4,647+138.0% |
| Admin fee / account holder | $223 | $339-34.4% | $12,690-98.2% | $430-48.2% |