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 LLC6+ years Filed as: WAYNE HUMMER INVESTMENTS LLC Service code 27 231 S LASALLE ST 13TH FL · CHICAGO, IL 60604 | Advisory (Plan) | $58,625 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $49,618 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $600 |
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 | $534,274 | $88,370+504.6% | $112,977+372.9% | $79,858+569.0% |
| Participation rate | 97.6% | 76.8%+20.8pp | 82.6%+15.0pp | 69.6%+28.0pp |
| Annual return | 17.29% | 23.16%-5.9pp | 24.24%-6.9pp | 31.71%-14.4pp |
| Employer contribution / active EE | $14,843 | $3,398+336.8% | $4,255+248.9% | $2,471+500.7% |
| Participant deferral / active EE | $14,201 | $4,536+213.1% | $5,836+143.3% | $3,740+279.7% |
| Admin fee / account holder | $878 | $5,750-84.7% | $6,294-86.1% | $5,306-83.5% |