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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WINTRUST INVESTMENTS LLC1 year Filed as: WINTRUST PRIVATE TRUST COMPANY Service code 15 · EIN 36-4221549 | Recordkeeping | $36,899 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,054 | $92,055-72.8% | $106,213-76.4% | $77,643-67.7% |
| Participation rate | 77.7% | 81.0%-3.3pp | 75.3%+2.5pp | 70.6%+7.2pp |
| Annual return | 16.62% | 17.91%-1.3pp | 116.14%-99.5pp | 31.24%-14.6pp |
| Employer contribution / active EE | $530 | $3,367-84.2% | $3,171-83.3% | $2,726-80.5% |
| Participant deferral / active EE | $3,056 | $5,386-43.3% | $5,016-39.1% | $4,647-34.2% |
| Admin fee / account holder | $145 | $219-33.7% | $11,033-98.7% | $430-66.2% |