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.3+ years Service code 24 · EIN 42-1512084 | Discretionary Trustee | $48,911 |
ALLIANCE BENEFIT GROUP3+ years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 15 · EIN 37-0899315 | Recordkeeping | $44,498 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $7,906 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO, INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 | Shareholder Servicing | $0 |
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 | $62,054 | $81,537-23.9% | $149,718-58.6% | $69,631-10.9% |
| Participation rate | 97.7% | 86.1%+11.6pp | 87.1%+10.7pp | 70.7%+27.0pp |
| Annual return | 17.53% | 22.79%-5.3pp | 1501.63%-1484.1pp | 27571.02%-27553.5pp |
| Employer contribution / active EE | $2,468 | $3,239-23.8% | $5,445-54.7% | $2,032+21.5% |
| Participant deferral / active EE | $3,509 | $4,994-29.7% | $6,569-46.6% | $3,224+8.9% |
| Admin fee / account holder | $244 | $107+128.2% | $11,283-97.8% | $110+120.8% |