Filed September 25, 2019 (most recent of 3 filings on file)
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
ELLWOOD ASSOCIATES1 year Filed as: ELLWOOD CONSULTING Service code 27 · EIN 36-3121777 33 W. MONROE ST. STE 1000 · CHICAGO, IL 60603 | Advisory (Plan) | $98,835 |
BMO HARRIS BANK NA7+ years Filed as: BMO HARRIS BANK N.A. Service code 21 · EIN 36-2085229 770 N. WATER STREET · MILWAUKEE, WI 53202 | Bank Trustee | $27,490 |
See 1 actuary disclosure with Solo.
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $227,282-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 0.7%-0.7pp |
| Annual return | 3.73% | 9.72%-6.0pp | 10.75%-7.0pp | 13.24%-9.5pp |
| Employer contribution / active EE | $0 | $10,988-100.0% | $35,162-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $7,102 | $822+763.7% | $82+8544.1% | $830+755.5% |
| Admin fee / account holder | $0 | $4,137-100.0% | $4,611-100.0% | $4,137-100.0% |