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 GROUP8+ 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 COMPANY8+ years Filed as: MG TRUST Service code 19 · EIN 20-1591048 | Securities Custodian | $0 |
RBC WEALTH MANAGEMENT4 years Filed as: RBC WEALTH Service code 63 | 12b-1 Fees | $0 |
RBC WEALTH MANAGEMENT6 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 | $241,656 | $92,971+159.9% | $96,683+149.9% | $74,419+224.7% |
| Participation rate | 92.0% | 71.5%+20.4pp | 74.3%+17.6pp | 70.7%+21.3pp |
| Annual return | 15.77% | 37.49%-21.7pp | 35.69%-19.9pp | 34.38%-18.6pp |
| Employer contribution / active EE | $11,024 | $3,426+221.8% | $3,737+195.0% | $2,637+318.0% |
| Participant deferral / active EE | $7,201 | $3,970+81.4% | $4,878+47.6% | $4,528+59.0% |
| Admin fee / account holder | $11 | $633-98.2% | $6,730-99.8% | $348-96.8% |