Filed March 22, 2018
Total covered: 10 employees
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 |
|---|---|---|
ALLIANCE BENEFIT GROUP2 years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 15 · EIN 37-0899315 | Recordkeeping | $36,147 |
CLEAR PERSPECTIVE ADVISORS2 years Service code 27 · EIN 45-2779868 | Advisory (Plan) | $28,592 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,898 | $37,196-27.7% | $154,107-82.5% | $55,725-51.7% |
| Participation rate | 80.1% | 64.1%+16.0pp | 83.0%-2.9pp | 70.9%+9.2pp |
| Annual return | -3.83% | 1319.68%-1323.5pp | 735.12%-738.9pp | 244.93%-248.8pp |
| Employer contribution / active EE | $2,015 | $1,614+24.9% | $5,298-62.0% | $2,078-3.0% |
| Participant deferral / active EE | $2,526 | $2,068+22.1% | $5,081-50.3% | $3,356-24.7% |
| Admin fee / account holder | $172 | $102+69.5% | $13,411-98.7% | $115+49.5% |