Filed April 3, 2013
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 |
|---|---|---|
ALLIANCE BENEFIT GROUP1+ years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 59 | Shareholder Servicing | $59,951 |
RELIANCE TRUST COMPANY1+ years Filed as: RELIANCE TRUST Service code 21 | Bank Trustee | $2,941 |
HK FINANCIAL SERVICES1+ years Filed as: HONKAMP KRUEGER Service code 10 | Accounting | $2,000 |
ALLIANCE BENEFIT GROUP1+ years Service code 15 · EIN 37-0899315 | Recordkeeping | $1,540 |
Filed as: FIDELITY INVESTMENTS Service code 19 · EIN 04-3523567 | Securities Custodian | $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 | $110,708 | $57,108+93.9% | $94,224+17.5% | $52,331+111.6% |
| Participation rate | 98.7% | 72.9%+25.8pp | 78.8%+19.9pp | 68.1%+30.6pp |
| Annual return | 0.01% | 1.47%-1.5pp | 10.68%-10.7pp | 4.54%-4.5pp |
| Employer contribution / active EE | $2,506 | $1,735+44.4% | $3,587-30.1% | $1,882+33.2% |
| Participant deferral / active EE | $6,333 | $3,040+108.3% | $4,320+46.6% | $3,022+109.6% |
| Admin fee / account holder | $8 | $546-98.5% | $6,269-99.9% | $592-98.6% |