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 Filed as: WINTRUST WEALTH MANAGEMENT Service code 27 231 S. LASALLE STREET · CHICAGO, IL 60604 | Advisory (Plan) | $34,895 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $1,525 |
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 | $130,092 | $46,732+178.4% | $156,549-16.9% | $55,167+135.8% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 7.88% | 17.72%-9.8pp | 32.23%-24.3pp | 169.23%-161.3pp |
| Employer contribution / active EE | $8,483 | $2,105+303.0% | $5,501+54.2% | $1,963+332.2% |
| Participant deferral / active EE | $5,231 | $2,204+137.3% | $4,871+7.4% | $3,054+71.3% |
| Admin fee / account holder | $199 | $418-52.3% | $13,027-98.5% | $504-60.4% |