See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,054 |
WINTRUST INVESTMENTS LLC1 year Filed as: WAYNE HUMMER INVESTMENTS LLC Service code 27 231 S LA SALLE ST FL 13 · CHICAGO, IL 606041471 | Advisory (Plan) | $12,642 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,812 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,988 | $86,286-51.3% | $111,297-62.3% | $85,850-51.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 11.21% | 19.99%-8.8pp | 54.65%-43.4pp | 318.53%-307.3pp |
| Employer contribution / active EE | $1,775 | $2,043-13.1% | $2,731-35.0% | $2,565-30.8% |
| Participant deferral / active EE | $4,337 | $3,641+19.1% | $4,487-3.3% | $3,952+9.8% |
| Admin fee / account holder | $202 | $8,188-97.5% | $7,964-97.5% | $6,260-96.8% |