Filed April 30, 2008
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+ years Filed as: WAYNE HUMMER Service code 27 · EIN 36-1245570 | Advisory (Plan) | $18,307 |
VERISIGHT, INC.1+ years Filed as: VERISIGHT Service code 13 · EIN 27-2037969 | Contract Administrator | $11,537 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,470 | $55,191-75.6% | $40,757-66.9% | $55,191-75.6% |
| Participation rate | 92.0% | 69.2%+22.8pp | 79.3%+12.7pp | 69.2%+22.8pp |
| Annual return | 0.93% | 10.78%-9.9pp | -0.50%+1.4pp | 10.78%-9.9pp |
| Employer contribution / active EE | $316 | $1,899-83.4% | $3,004-89.5% | $1,899-83.4% |
| Participant deferral / active EE | $735 | $3,046-75.9% | $3,485-78.9% | $3,046-75.9% |
| Admin fee / account holder | $56 | $91-38.4% | $4,272-98.7% | $91-38.4% |