Filed June 17, 2020
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 27 35 E WACKER DR STE 2400 · CHICAGO, IL 60601 | Advisory (Plan) | $5,400 |
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 | $62,460 | $102,553-39.1% | $151,611-58.8% | $66,914-6.7% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -17.37% | -10.82%-6.5pp | 3.33%-20.7pp | 1.58%-19.0pp |
| Employer contribution / active EE | $2,241 | $4,180-46.4% | $6,166-63.7% | $2,544-11.9% |
| Participant deferral / active EE | $4,550 | $6,641-31.5% | $8,363-45.6% | $4,237+7.4% |
| Admin fee / account holder | $33 | $630-94.8% | $11,616-99.7% | $593-94.5% |