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 15 · EIN 04-1590850 | Recordkeeping | $10,122 |
WINTRUST INVESTMENTS LLC1+ years Filed as: WAYNE HUMMER INVESTMENTS, LLC Service code 51 · EIN 36-1245570 | Investment Mgmt Fees | $10,000 |
INGALLS HEALTH SYSTEM1+ years Service code 10 · EIN 36-2170866 | Accounting | $9,000 |
Filed as: MESIROW FINANCIAL, INC. Service code 17 · EIN 36-3194849 | Pension Consulting | $6,583 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,777 | $34,220-27.6% | $73,843-66.4% | $59,188-58.1% |
| Participation rate | 98.8% | 59.1%+39.7pp | 73.4%+25.3pp | 69.4%+29.4pp |
| Annual return | 1.59% | 3.36%-1.8pp | 2267.84%-2266.3pp | 5.51%-3.9pp |
| Employer contribution / active EE | $0 | $1,480-100.0% | $2,787-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $0 | $2,035-100.0% | $3,583-100.0% | $3,265-100.0% |
| Admin fee / account holder | -$0 | $64-100.0% | $4,880-100.0% | $92-100.0% |