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 |
|---|---|---|
WINTRUST INVESTMENTS LLC1 year Service code 27 · EIN 36-1245570 | Advisory (Plan) | $52,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $32,113 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $139,079 | $89,652+55.1% | $141,162-1.5% | $65,185+113.4% |
| Participation rate | 98.0% | 74.7%+23.3pp | 82.5%+15.5pp | 70.2%+27.8pp |
| Annual return | 23.35% | 32.79%-9.4pp | 71.39%-48.0pp | 29.38%-6.0pp |
| Employer contribution / active EE | $2,253 | $3,065-26.5% | $4,735-52.4% | $2,177+3.5% |
| Participant deferral / active EE | $9,485 | $5,691+66.7% | $6,709+41.4% | $3,514+169.9% |
| Admin fee / account holder | $193 | $569-66.0% | $10,261-98.1% | $847-77.2% |