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 GROUP5+ years Filed as: ALLIANCE BENEFIT GROUP OF IL Service code 15 · EIN 37-0899315 465 FULTON STREET · PEORIA, IL 61602 | Recordkeeping | $210,401 |
BENEFIT PLANNING CONSULTANTS1 year Filed as: BENEFIT PLANNING CONSULTANTS, INC. Service code 12 · EIN 36-3036100 2110 CLEARLAKE BLVD., SUITE 200 · CHAMPAIGN, IL 61822 | Claims processing; Direct payment fro... | $42,695 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 21 · EIN 41-0746749 10700 W. RESEARCH DR., SUITE 200 · MILWAUKEE, WI 53226 | Bank Trustee | $21,100 |
BUSEY WEALTH MANAGEMENT1 year Filed as: BUSEY BANK Service code 24 · EIN 37-0613731 201 W. MAIN STREET · URBANA, IL 61801 | Discretionary Trustee | $11,912 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,823 | $95,776+13.6% | $162,163-32.9% | $77,787+39.9% |
| Participation rate | 84.7% | 88.6%-4.0pp | 87.6%-2.9pp | 73.2%+11.5pp |
| Annual return | 41.24% | 37.03%+4.2pp | 115.59%-74.4pp | 32.57%+8.7pp |
| Employer contribution / active EE | $4,109 | $3,874+6.1% | $5,614-26.8% | $2,504+64.1% |
| Participant deferral / active EE | $5,040 | $6,125-17.7% | $7,298-30.9% | $3,967+27.0% |
| Admin fee / account holder | $169 | $88+92.4% | $10,843-98.4% | $100+68.6% |