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 LLC4 years Service code 27 231 S LASALLE ST 13TH FLOOR · CHICAGO, IL 60604 | Advisory (Plan) | $76,124 |
Filed as: JOHN HANCOCK LIFE INS CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $57,295 |
Filed as: RETIREMENT PLAN CONSULTANTS INC. Service code 13 · EIN 13-4271932 | Contract Administrator | $22,679 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,445 | $106,028-32.6% | $146,958-51.4% | $77,643-8.0% |
| Participation rate | 95.7% | 78.4%+17.3pp | 82.2%+13.5pp | 70.6%+25.1pp |
| Annual return | 43.64% | 56.73%-13.1pp | 418.34%-374.7pp | 31.24%+12.4pp |
| Employer contribution / active EE | $2,318 | $4,063-42.9% | $4,933-53.0% | $2,726-14.9% |
| Participant deferral / active EE | $7,192 | $7,990-10.0% | $8,070-10.9% | $4,647+54.8% |
| Admin fee / account holder | $281 | $337-16.7% | $12,998-97.8% | $430-34.7% |