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 LLC3+ years Filed as: WAYNE HUMMER INVESTMENTS LLC Service code 99 231 S LASALLE ST 13TH FL · CHICAGO, IL 60604 | Other Fees | $97,569 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $44,803 |
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 | $444,515 | $102,514+333.6% | $97,995+353.6% | $62,292+613.6% |
| Participation rate | 99.1% | 79.5%+19.7pp | 82.4%+16.8pp | 69.5%+29.6pp |
| Annual return | 16.16% | 32.43%-16.3pp | 23.94%-7.8pp | 28.90%-12.7pp |
| Employer contribution / active EE | $12,467 | $3,689+237.9% | $4,158+199.8% | $2,042+510.5% |
| Participant deferral / active EE | $9,983 | $5,308+88.1% | $5,097+95.9% | $3,169+215.0% |
| Admin fee / account holder | $1,062 | $378+180.9% | $5,943-82.1% | $479+121.7% |