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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $25,993 |
WINTRUST INVESTMENTS LLC2 years Service code 27 · EIN 36-1245570 | Advisory (Plan) | $20,659 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $52,572 | $46,722+12.5% | $130,648-59.8% | $65,185-19.3% |
| Participation rate | 78.6% | 60.9%+17.6pp | 71.7%+6.8pp | 70.2%+8.4pp |
| Annual return | 21.58% | 24.17%-2.6pp | 1708.96%-1687.4pp | 29.38%-7.8pp |
| Employer contribution / active EE | $3,037 | $1,488+104.1% | $4,092-25.8% | $2,177+39.5% |
| Participant deferral / active EE | $4,616 | $2,545+81.4% | $3,603+28.1% | $3,514+31.4% |
| Admin fee / account holder | $353 | $453-22.0% | $5,464-93.5% | $847-58.3% |