Filed July 27, 2021 (most recent of 4 filings on file)
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 13 · EIN 42-0127290 | Contract Administrator | $77,677 |
WINTRUST INVESTMENTS LLC5 years Service code 27 · EIN 36-1245570 | Advisory (Plan) | $74,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,745 | $47,722-12.5% | $82,719-49.5% | $64,808-35.6% |
| Participation rate | 64.6% | 67.6%-3.0pp | 72.6%-7.9pp | 71.5%-6.8pp |
| Annual return | -17.03% | -13.05%-4.0pp | 701.18%-718.2pp | 32.82%-49.9pp |
| Employer contribution / active EE | $961 | $2,179-55.9% | $3,009-68.1% | $2,506-61.7% |
| Participant deferral / active EE | $3,423 | $3,329+2.8% | $4,395-22.1% | $4,310-20.6% |
| Admin fee / account holder | $221 | $143+54.5% | $5,329-95.9% | $188+17.6% |