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 | $22,137 |
WINTRUST INVESTMENTS LLC6 years Filed as: WAYNE HUMMER INV L.L.C. Service code 27 · EIN 36-1245570 | Advisory (Plan) | $20,137 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,196 | $163,676-47.9% | $117,472-27.5% | - |
| Participation rate | 34.3% | 66.2%-31.9pp | 70.6%-36.2pp | - |
| Annual return | -16.20% | -11.88%-4.3pp | 29.74%-45.9pp | - |
| Employer contribution / active EE | $1,815 | $2,304-21.2% | $4,176-56.5% | - |
| Participant deferral / active EE | $5,274 | $3,975+32.7% | $4,070+29.6% | - |
| Admin fee / account holder | $287 | $34,290-99.2% | $5,645-94.9% | - |