Filed July 31, 2019 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
FIRST COMMUNITY TRUST N.A.2+ years Service code 24 · EIN 42-1512084 | Discretionary Trustee | $44,110 |
ALLIANCE BENEFIT GROUP2+ years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 15 · EIN 37-0899315 | Recordkeeping | $42,466 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $6,812 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO, INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $53,164 | $71,802-26.0% | $133,980-60.3% | $57,658-7.8% |
| Participation rate | 94.1% | 85.5%+8.6pp | 87.1%+7.0pp | 70.2%+23.8pp |
| Annual return | 6.60% | 13.51%-6.9pp | 29.30%-22.7pp | 5.13%+1.5pp |
| Employer contribution / active EE | $2,047 | $3,161-35.2% | $5,211-60.7% | $1,974+3.7% |
| Participant deferral / active EE | $2,937 | $4,606-36.2% | $6,282-53.2% | $3,061-4.0% |
| Admin fee / account holder | $189 | $88+115.6% | $9,324-98.0% | $95+99.9% |