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 GROUP5 years Service code 64 | Recordkeeping Fees | $0 |
ALLIANCE BENEFIT GROUP7+ 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 COMPANY7+ years Filed as: MG TRUST Service code 19 · EIN 20-1591048 | Securities Custodian | $0 |
RBC WEALTH MANAGEMENT3 years Filed as: RBC WEALTH Service code 63 | 12b-1 Fees | $0 |
RBC WEALTH MANAGEMENT5 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 | $209,826 | $106,236+97.5% | $112,228+87.0% | $64,808+223.8% |
| Participation rate | 95.2% | 71.7%+23.6pp | 75.1%+20.2pp | 71.5%+23.8pp |
| Annual return | -11.35% | -6.02%-5.3pp | 27.45%-38.8pp | 32.82%-44.2pp |
| Employer contribution / active EE | $10,800 | $3,166+241.1% | $3,635+197.2% | $2,506+331.0% |
| Participant deferral / active EE | $6,805 | $3,785+79.8% | $4,728+43.9% | $4,310+57.9% |
| Admin fee / account holder | $9 | $452-98.1% | $6,410-99.9% | $188-95.4% |