Filed July 27, 2021 (most recent of 4 filings on file)
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 13 · EIN 42-0127290 | Contract Administrator | $85,428 |
WINTRUST INVESTMENTS LLC3 years Service code 27 · EIN 36-1245570 | Advisory (Plan) | $54,426 |
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 | $47,861 | $52,670-9.1% | $90,404-47.1% | $73,409-34.8% |
| Participation rate | 70.5% | 67.7%+2.9pp | 72.7%-2.2pp | 72.2%-1.6pp |
| Annual return | 15.87% | 20.70%-4.8pp | 1293.02%-1277.2pp | 59.29%-43.4pp |
| Employer contribution / active EE | $912 | $1,872-51.3% | $3,262-72.0% | $2,234-59.2% |
| Participant deferral / active EE | $3,027 | $2,807+7.8% | $3,963-23.6% | $3,805-20.5% |
| Admin fee / account holder | $241 | $117+106.5% | $5,611-95.7% | $158+52.7% |