Filed August 29, 2024 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $22,907 |
WINTRUST INVESTMENTS LLC2 years Filed as: WAYNE HUMMER INV L.L.C. Service code 27 · EIN 36-1245570 | Advisory (Plan) | $12,050 |
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 | $66,692 | $44,221+50.8% | $121,196-45.0% | $56,287+18.5% |
| Participation rate | 70.9% | 61.1%+9.8pp | 71.7%-0.9pp | 69.9%+1.0pp |
| Annual return | -3.80% | -3.58%-0.2pp | 16.93%-20.7pp | -9.96%+6.2pp |
| Employer contribution / active EE | $1,769 | $1,480+19.5% | $4,022-56.0% | $2,111-16.2% |
| Participant deferral / active EE | $5,709 | $2,521+126.4% | $3,344+70.7% | $3,350+70.4% |
| Admin fee / account holder | $213 | $480-55.7% | $5,019-95.8% | $521-59.1% |