Filed April 14, 2020 (most recent of 2 filings on file)
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 |
|---|---|---|
PLANPILOT, LLC3+ years Filed as: PLAN PILOT, LLC Service code 13 · EIN 45-4168388 223 W. JACKSON BLVD, STE 800 · CHICAGO, IL 606066913 | Contract Administrator | $28,875 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $115,728 | $74,552+55.2% | $62,995+83.7% | $69,631+66.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.8%+25.2pp | 70.7%+29.3pp |
| Annual return | 15.53% | 15.77%-0.2pp | 87.57%-72.0pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $3,456 | $2,929+18.0% | $2,759+25.3% | $2,032+70.1% |
| Participant deferral / active EE | $2,018 | $2,974-32.2% | $3,329-39.4% | $3,224-37.4% |
| Admin fee / account holder | $46 | $59-23.1% | $3,600-98.7% | $110-58.6% |