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 | $31,050 |
WINTRUST INVESTMENTS LLC5 years Service code 27 · EIN 36-1245570 | Advisory (Plan) | $24,846 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,551 | $45,602+48.1% | $117,472-42.5% | $66,914+1.0% |
| Participation rate | 65.0% | 57.6%+7.4pp | 70.6%-5.6pp | 69.8%-4.8pp |
| Annual return | -17.23% | -16.74%-0.5pp | 29.74%-47.0pp | 1.58%-18.8pp |
| Employer contribution / active EE | $3,250 | $1,579+105.8% | $4,176-22.2% | $2,544+27.7% |
| Participant deferral / active EE | $4,110 | $2,845+44.5% | $4,070+1.0% | $4,237-3.0% |
| Admin fee / account holder | $559 | $661-15.4% | $5,645-90.1% | $593-5.8% |