Filed March 10, 2026 (most recent of 2 filings on file)
Total covered: 42 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 Service code 64 | Recordkeeping Fees | $0 |
ALLIANCE BENEFIT GROUP5+ years Filed as: ALLIANCE BENEFIT GROUP OF ILINOIS Service code 64 · EIN 37-0899315 | Recordkeeping Fees | $0 |
MERIT BENEFITS GROUP, INC.2 years Service code 13 · EIN 36-4013756 | Contract Administrator | $0 |
LT TRUST COMPANY4+ years Filed as: MG TRUST Service code 19 · EIN 20-1591048 | Securities Custodian | $0 |
RBC WEALTH MANAGEMENT2 years Service code 63 | 12b-1 Fees | $0 |
RBC WEALTH MANAGEMENT2 years Filed as: RBC WEALTH MANAGEMENT SERVICES Service code 63 | 12b-1 Fees | $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 | $171,266 | $66,601+157.2% | $92,893+84.4% | $67,579+153.4% |
| Participation rate | 93.4% | 72.5%+20.9pp | 76.0%+17.4pp | 71.3%+22.1pp |
| Annual return | 20.68% | 92.58%-71.9pp | 109.41%-88.7pp | 378.56%-357.9pp |
| Employer contribution / active EE | $9,280 | $2,775+234.4% | $3,653+154.1% | $2,148+332.1% |
| Participant deferral / active EE | $6,111 | $3,157+93.6% | $4,236+44.3% | $3,539+72.7% |
| Admin fee / account holder | $7 | $199-96.6% | $5,794-99.9% | $142-95.2% |