Filed June 21, 2006 (most recent of 5 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
WINTRUST INVESTMENTS LLC1+ years Filed as: WAYNE HUMMER INVESTMENTS LLC Service code 99 231 S LASALLE ST 13TH FL · CHICAGO, IL 60604 | Other Fees | $73,361 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $27,098 |
VERSIGHT, INC.1+ years Service code 15 · EIN 45-2164254 | Recordkeeping | $25,804 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $378,435 | $89,553+322.6% | $81,367+365.1% | $52,331+623.2% |
| Participation rate | 100.0% | 82.2%+17.8pp | 82.3%+17.7pp | 68.1%+31.9pp |
| Annual return | -0.94% | 4.41%-5.4pp | -0.92%0pp | 4.54%-5.5pp |
| Employer contribution / active EE | $12,548 | $3,780+232.0% | $3,930+219.3% | $1,882+566.8% |
| Participant deferral / active EE | $8,975 | $5,359+67.5% | $5,383+66.7% | $3,022+197.0% |
| Admin fee / account holder | $915 | $1,914-52.2% | $8,926-89.7% | $592+54.7% |