Filed June 29, 2010
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
BUSEY WEALTH MANAGEMENT2 years Filed as: BUSEY BANK Service code 24 · EIN 37-0613731 201 W. MAIN STREET · URBANA, IA 61801 | Discretionary Trustee | $176,645 |
ALLIANCE BENEFIT GROUP6+ years Filed as: ALLIANCE BENEFIT GROUP OF IL Service code 15 · EIN 37-0899315 465 FULTON STREET · PEORIA, IL 61602 | Recordkeeping | $101,392 |
BENEFIT PLANNING CONSULTANTS2 years Filed as: BENEFIT PLANNING CONSULTANTS, INC. Service code 12 · EIN 36-3036100 2110 CLEARLAKE BLVD., SUITE 200 · CHAMPAIGN, IL 61822 | Direct payment from the plan; Claims ... | $8,620 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO., INC Service code 49 · EIN 94-1737782 | Other Services | $0 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $58,066 | $52,293+11.0% | $178,490-67.5% | $73,409-20.9% |
| Participation rate | 74.2% | 65.3%+8.8pp | 81.9%-7.7pp | 72.2%+2.0pp |
| Annual return | 16.13% | 34.75%-18.6pp | 151.07%-134.9pp | 59.29%-43.2pp |
| Employer contribution / active EE | $1,768 | $1,735+1.9% | $5,011-64.7% | $2,234-20.9% |
| Participant deferral / active EE | $3,218 | $2,332+38.0% | $5,202-38.1% | $3,805-15.4% |
| Admin fee / account holder | $352 | $127+176.1% | $13,984-97.5% | $158+122.7% |