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 | $26,940 |
WINTRUST INVESTMENTS LLC4 years Filed as: WAYNE HUMMER INV L.L.C. Service code 27 · EIN 36-1245570 | Advisory (Plan) | $23,584 |
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 | $87,398 | $53,777+62.5% | $134,143-34.8% | $79,858+9.4% |
| Participation rate | 76.3% | 58.8%+17.5pp | 72.2%+4.1pp | 69.6%+6.6pp |
| Annual return | 12.40% | 19.01%-6.6pp | 36.33%-23.9pp | 31.71%-19.3pp |
| Employer contribution / active EE | $2,141 | $1,321+62.0% | $3,704-42.2% | $2,471-13.4% |
| Participant deferral / active EE | $6,356 | $2,420+162.6% | $3,499+81.7% | $3,740+69.9% |
| Admin fee / account holder | $279 | $3,984-93.0% | $6,684-95.8% | $5,306-94.7% |