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 | $24,318 |
WINTRUST INVESTMENTS LLC5 years Filed as: WAYNE HUMMER INV L.L.C. Service code 27 · EIN 36-1245570 | Advisory (Plan) | $22,131 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,877 | $61,052+34.1% | $142,863-42.7% | $79,386+3.1% |
| Participation rate | 23.9% | 60.1%-36.2pp | 71.9%-48.0pp | 70.7%-46.8pp |
| Annual return | 10.34% | 16.02%-5.7pp | 5637.54%-5627.2pp | 116.85%-106.5pp |
| Employer contribution / active EE | $0 | $1,481-100.0% | $4,144-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $4,436 | $2,879+54.1% | $3,837+15.6% | $4,046+9.6% |
| Admin fee / account holder | $256 | $659-61.2% | $6,560-96.1% | $626-59.2% |