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 |
|---|---|---|
RBC WEALTH MANAGEMENT3 years Filed as: RBC WEALTH MANAGEMENT SERVICES Service code 63 | 12b-1 Fees | $65,328 |
ALLIANCE BENEFIT GROUP3 years Service code 64 | Recordkeeping Fees | $14,504 |
Service code 64 | Recordkeeping Fees | $13,670 |
LT TRUST COMPANY5+ years Filed as: MG TRUST Service code 19 · EIN 20-1591048 | Securities Custodian | $6,391 |
ALLIANCE BENEFIT GROUP5+ years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 64 · EIN 37-0899315 | Recordkeeping Fees | $0 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC WEALTH 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 | $191,787 | $91,517+109.6% | $101,248+89.4% | $73,409+161.3% |
| Participation rate | 95.6% | 73.8%+21.8pp | 75.8%+19.8pp | 72.2%+23.4pp |
| Annual return | 10.44% | 17.17%-6.7pp | 46.47%-36.0pp | 59.29%-48.9pp |
| Employer contribution / active EE | $9,633 | $2,877+234.9% | $3,660+163.2% | $2,234+331.3% |
| Participant deferral / active EE | $6,323 | $3,338+89.4% | $4,370+44.7% | $3,805+66.2% |
| Admin fee / account holder | $11 | $216-94.8% | $5,945-99.8% | $158-92.9% |