Filed December 30, 2019
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 |
|---|---|---|
WINTRUST INVESTMENTS LLC1 year Service code 27 · EIN 36-1245570 | Advisory (Plan) | $18,855 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,134 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $56,330 | $44,221+27.4% | $121,196-53.5% | $56,287+0.1% |
| Participation rate | 76.1% | 61.1%+15.1pp | 71.7%+4.4pp | 69.9%+6.3pp |
| Annual return | -6.77% | -3.58%-3.2pp | 16.93%-23.7pp | -9.96%+3.2pp |
| Employer contribution / active EE | $3,301 | $1,480+123.1% | $4,022-17.9% | $2,111+56.4% |
| Participant deferral / active EE | $5,142 | $2,521+103.9% | $3,344+53.7% | $3,350+53.5% |
| Admin fee / account holder | $265 | $480-44.8% | $5,019-94.7% | $521-49.1% |