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 | $33,617 |
WINTRUST INVESTMENTS LLC3 years Service code 27 · EIN 36-1245570 | Advisory (Plan) | $23,355 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $14,204 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $99,047 | $53,777+84.2% | $134,143-26.2% | $79,858+24.0% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 12.61% | 19.01%-6.4pp | 36.33%-23.7pp | 31.71%-19.1pp |
| Employer contribution / active EE | $6,326 | $1,321+378.7% | $3,704+70.8% | $2,471+156.0% |
| Participant deferral / active EE | $13,015 | $2,420+437.8% | $3,499+272.0% | $3,740+248.0% |
| Admin fee / account holder | $949 | $3,984-76.2% | $6,684-85.8% | $5,306-82.1% |