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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $43,286 |
WINTRUST INVESTMENTS LLC7 years Service code 27 · EIN 36-1245570 | Advisory (Plan) | $28,799 |
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 | $73,108 | $51,576+41.7% | $129,207-43.4% | $80,856-9.6% |
| Participation rate | 90.7% | 57.0%+33.7pp | 69.6%+21.1pp | 67.6%+23.1pp |
| Annual return | 18.00% | 20.81%-2.8pp | 9417.33%-9399.3pp | 35.59%-17.6pp |
| Employer contribution / active EE | $4,280 | $1,584+170.3% | $4,153+3.1% | $2,755+55.4% |
| Participant deferral / active EE | $5,939 | $2,669+122.5% | $4,168+42.5% | $4,296+38.3% |
| Admin fee / account holder | $559 | $4,305-87.0% | $7,715-92.8% | $6,918-91.9% |