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 | $35,287 |
WINTRUST INVESTMENTS LLC6 years Service code 27 · EIN 36-1245570 | Advisory (Plan) | $23,773 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,224 | $49,173+46.9% | $121,098-40.4% | $75,163-3.9% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 20.20% | 55.99%-35.8pp | 985.75%-965.5pp | 160.62%-140.4pp |
| Employer contribution / active EE | $5,231 | $1,546+238.4% | $4,164+25.6% | $2,670+95.9% |
| Participant deferral / active EE | $6,942 | $2,628+164.2% | $4,080+70.2% | $4,125+68.3% |
| Admin fee / account holder | $488 | $3,942-87.6% | $5,644-91.4% | $5,651-91.4% |