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 GROUP10+ years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 64 · EIN 37-0899315 7908 NORTH SAM HOUSTON PKWY W · HOUSTON, TX 77064 | Recordkeeping Fees | $0 |
Service code 64 · EIN 37-0899315 150 STATE STREET SUITE 200 · ROCHESTER, NY 14614 | Recordkeeping Fees | $0 |
LT TRUST COMPANY10+ years Filed as: MG TRUST Service code 19 · EIN 20-1591048 717 17TH STREET · DENVER, CO 80202 | Securities Custodian | $0 |
RBC WEALTH MANAGEMENT6 years Filed as: RBC WEALTH Service code 63 TWO MID AMERICA PLAZA SUITE 500S · OAKBROOK TERRACE, IL 60181 | 12b-1 Fees | $0 |
RBC WEALTH MANAGEMENT8 years Filed as: RBC WEALTH MANAGEMENT SERVICES Service code 63 | 12b-1 Fees | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $288,393 | $95,880+200.8% | $107,525+168.2% | $85,563+237.1% |
| Participation rate | 92.0% | 70.1%+21.9pp | 75.1%+16.9pp | 66.0%+26.0pp |
| Annual return | 20.27% | 68.06%-47.8pp | 181.32%-161.0pp | 31.51%-11.2pp |
| Employer contribution / active EE | $11,797 | $3,812+209.4% | $3,754+214.3% | $2,654+344.6% |
| Participant deferral / active EE | $8,100 | $4,201+92.8% | $5,116+58.3% | $4,375+85.1% |
| Admin fee / account holder | $34 | $1,025-96.6% | $8,919-99.6% | $834-95.9% |