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 | $26,371 |
WINTRUST INVESTMENTS LLC3 years Filed as: WAYNE HUMMER INV L.L.C. Service code 27 · EIN 36-1245570 | Advisory (Plan) | $20,343 |
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 | $78,805 | $48,570+62.3% | $130,648-39.7% | $72,985+8.0% |
| Participation rate | 70.5% | 58.6%+12.0pp | 71.7%-1.2pp | 69.5%+1.0pp |
| Annual return | 18.09% | 38.63%-20.5pp | 1708.96%-1690.9pp | 81.00%-62.9pp |
| Employer contribution / active EE | $1,956 | $1,334+46.6% | $4,092-52.2% | $2,440-19.8% |
| Participant deferral / active EE | $6,153 | $2,384+158.1% | $3,603+70.8% | $3,607+70.6% |
| Admin fee / account holder | $249 | $3,549-93.0% | $5,464-95.4% | $5,124-95.1% |