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 year Service code 27 231 S LA SALLE ST FL 13 · CHICAGO, IL 606041471 | Advisory (Plan) | $59,531 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $38,820 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $456,656 | $79,633+473.5% | $93,789+386.9% | $68,494+566.7% |
| Participation rate | 98.7% | 75.4%+23.3pp | 81.0%+17.8pp | 67.9%+30.8pp |
| Annual return | -17.68% | -0.10%-17.6pp | -11.33%-6.4pp | -7.84%-9.8pp |
| Employer contribution / active EE | $13,545 | $3,665+269.6% | $4,323+213.4% | $2,596+421.7% |
| Participant deferral / active EE | $13,821 | $5,158+168.0% | $6,094+126.8% | $4,027+243.2% |
| Admin fee / account holder | $826 | $6,871-88.0% | $7,195-88.5% | $5,403-84.7% |