Filed March 10, 2026 (most recent of 2 filings on file)
Total covered: 42 employees
See peer percentile detail with Solo.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP4 years Service code 64 | Recordkeeping Fees | $0 |
ALLIANCE BENEFIT GROUP6+ years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 64 · EIN 37-0899315 | Recordkeeping Fees | $0 |
Service code 64 | Recordkeeping Fees | $0 |
LT TRUST COMPANY6+ years Filed as: MG TRUST Service code 19 · EIN 20-1591048 | Securities Custodian | $0 |
RBC WEALTH MANAGEMENT2 years Filed as: RBC WEALTH Service code 63 | 12b-1 Fees | $0 |
RBC WEALTH MANAGEMENT4 years Filed as: RBC WEALTH MANAGEMENT SERVICES Service code 63 | 12b-1 Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,714 | $78,275+185.8% | $109,143+105.0% | $86,799+157.7% |
| Participation rate | 94.5% | 73.8%+20.6pp | 75.9%+18.6pp | 72.3%+22.2pp |
| Annual return | 16.80% | 19.14%-2.3pp | 25.75%-9.0pp | 97.91%-81.1pp |
| Employer contribution / active EE | $10,622 | $3,105+242.1% | $3,722+185.4% | $2,405+341.6% |
| Participant deferral / active EE | $6,755 | $3,641+85.5% | $4,653+45.2% | $4,131+63.5% |
| Admin fee / account holder | $11 | $198-94.5% | $6,752-99.8% | $170-93.5% |