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 LLC2 years Service code 27 231 S LA SALLE ST FL 13 · CHICAGO, IL 606041471 | Advisory (Plan) | $56,905 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,107 |
Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $4,484 |
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 | $540,766 | $103,966+420.1% | $112,887+379.0% | $75,163+619.5% |
| Participation rate | 98.7% | 75.7%+23.0pp | 80.5%+18.2pp | 67.2%+31.5pp |
| Annual return | 18.02% | 24.54%-6.5pp | 34.10%-16.1pp | 160.62%-142.6pp |
| Employer contribution / active EE | $12,659 | $3,870+227.1% | $4,563+177.4% | $2,670+374.1% |
| Participant deferral / active EE | $13,857 | $5,456+154.0% | $6,513+112.8% | $4,125+235.9% |
| Admin fee / account holder | $767 | $7,663-90.0% | $7,047-89.1% | $5,651-86.4% |