Filed May 22, 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 |
|---|---|---|
PLANPILOT, LLC1 year Filed as: PLAN PILOT, LLC Service code 17 · EIN 45-4168388 223 W JACKSON BLVD · CHICAGO, IL 606066913 | Pension Consulting | $14,080 |
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 | $78,664 | $55,002+43.0% | $59,878+31.4% | $56,287+39.8% |
| Participation rate | 96.4% | 75.9%+20.4pp | 74.7%+21.7pp | 69.9%+26.5pp |
| Annual return | 8.11% | 1.13%+7.0pp | 3.46%+4.6pp | -9.96%+18.1pp |
| Employer contribution / active EE | $1,806 | $2,448-26.2% | $2,722-33.6% | $2,111-14.5% |
| Participant deferral / active EE | $3,944 | $3,121+26.4% | $3,402+15.9% | $3,350+17.7% |
| Admin fee / account holder | $39 | $236-83.4% | $3,590-98.9% | $521-92.5% |