Filed November 11, 1993
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 |
|---|---|---|
ALLIANCE BENEFIT GROUP2+ years Filed as: ALLIANCE BENEFIT GROUP OF IL Service code 15 · EIN 37-0899315 456 FULTON STREET, SUITE 345 · PEORIA, IL 61602 | Recordkeeping | $53,270 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $19,419 |
CHARLES SCHWAB & CO., INC.2+ years Service code 49 · EIN 94-1737782 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,162 | $80,354+3.5% | $133,980-37.9% | $63,975+30.0% |
| Participation rate | 81.9% | 87.5%-5.6pp | 87.1%-5.1pp | 71.1%+10.8pp |
| Annual return | 19.09% | 13.11%+6.0pp | 29.30%-10.2pp | 48.65%-29.6pp |
| Employer contribution / active EE | $3,418 | $3,503-2.5% | $5,211-34.4% | $2,182+56.6% |
| Participant deferral / active EE | $3,593 | $5,239-31.4% | $6,282-42.8% | $3,356+7.0% |
| Admin fee / account holder | $96 | $69+38.3% | $9,324-99.0% | $70+36.1% |