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 |
|---|---|---|
WINTRUST INVESTMENTS LLC1 year Filed as: WAYNE HUMMER INVESTMENTS, LLC Service code 27 231 S LASALLE STREET, 13TH FLOOR · S LASALLE STREET TH FL, IL 60604 | Advisory (Plan) | $5,223 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,163 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $664 |
EPIC RETIREMENT PLAN SERVICES6+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $35,913 | $78,422-54.2% | $95,952-62.6% | $79,858-55.0% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 15.22% | 19.37%-4.2pp | 91.61%-76.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,349 | $1,945-30.6% | $2,541-46.9% | $2,471-45.4% |
| Participant deferral / active EE | $2,867 | $3,440-16.7% | $4,167-31.2% | $3,740-23.4% |
| Admin fee / account holder | $112 | $5,622-98.0% | $6,795-98.4% | $5,306-97.9% |