Filed March 20, 1995
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 |
|---|---|---|
WNA WEALTH ADVISORS, INC.1+ years Service code 27 · EIN 36-3902860 120 E. OGDEN AVE · HINSDALE, IL 60525 | Advisory (Plan) | $0 |
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 | $126,042 | $54,320+132.0% | $67,652+86.3% | $52,331+140.9% |
| Participation rate | 99.2% | 73.6%+25.6pp | 75.7%+23.5pp | 68.1%+31.0pp |
| Annual return | 0.25% | 6.81%-6.6pp | 6625.04%-6624.8pp | 4.54%-4.3pp |
| Employer contribution / active EE | $7,509 | $1,544+386.4% | $2,266+231.4% | $1,882+299.0% |
| Participant deferral / active EE | $0 | $2,950-100.0% | $3,560-100.0% | $3,022-100.0% |
| Admin fee / account holder | $92 | $527-82.5% | $4,821-98.1% | $592-84.4% |