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+ years Filed as: WAYNE HUMMER INVESTMENTS, LLC Service code 51 · EIN 36-1245570 | Investment Mgmt Fees | $15,058 |
Service code 15 · EIN 04-1590850 | Recordkeeping | $9,771 |
Filed as: MESIROW FINANCIAL, INC. Service code 17 · EIN 36-3194849 | Pension Consulting | $8,957 |
INGALLS HEALTH SYSTEM1+ years Service code 10 · EIN 36-2170866 | Accounting | $6,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,077 | $34,220-6.3% | $73,843-56.6% | $59,188-45.8% |
| Participation rate | 95.5% | 59.1%+36.3pp | 73.4%+22.0pp | 69.4%+26.0pp |
| Annual return | 1.92% | 3.36%-1.4pp | 2267.84%-2265.9pp | 5.51%-3.6pp |
| Employer contribution / active EE | $1,034 | $1,480-30.1% | $2,787-62.9% | $2,098-50.7% |
| Participant deferral / active EE | $3,162 | $2,035+55.4% | $3,583-11.8% | $3,265-3.1% |
| Admin fee / account holder | $1 | $64-99.1% | $4,880-100.0% | $92-99.4% |