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 LLC5+ years Filed as: WAYNE HUMMER INVESTMENTS LLC Service code 27 231 S LASALLE ST 13TH FL · CHICAGO, IL 60604 | Advisory (Plan) | $58,579 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $49,405 |
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 | $462,350 | $103,685+345.9% | $105,387+338.7% | $65,185+609.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 22.65% | 23.88%-1.2pp | 26.82%-4.2pp | 29.38%-6.7pp |
| Employer contribution / active EE | $12,617 | $3,842+228.4% | $4,213+199.5% | $2,177+479.7% |
| Participant deferral / active EE | $11,426 | $5,634+102.8% | $5,502+107.7% | $3,514+225.2% |
| Admin fee / account holder | $771 | $399+93.5% | $6,559-88.2% | $847-8.9% |