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 | $23,255 |
WINTRUST INVESTMENTS LLC7 years Filed as: WAYNE HUMMER INV L.L.C. Service code 27 · EIN 36-1245570 | Advisory (Plan) | $19,871 |
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 | $82,288 | $48,335+70.2% | $121,098-32.0% | $71,457+15.2% |
| Participation rate | 63.5% | 54.3%+9.2pp | 69.5%-6.0pp | 67.9%-4.4pp |
| Annual return | 16.80% | 23.32%-6.5pp | 985.75%-969.0pp | 28.85%-12.1pp |
| Employer contribution / active EE | $1,488 | $1,489-0.1% | $4,164-64.3% | $2,588-42.5% |
| Participant deferral / active EE | $4,444 | $2,754+61.4% | $4,080+8.9% | $4,289+3.6% |
| Admin fee / account holder | $249 | $1,841-86.5% | $5,644-95.6% | $1,587-84.3% |