Filed June 7, 2019
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 ILLINOIS Service code 15 · EIN 37-0899315 | Recordkeeping | $38,525 |
RELIANCE TRUST COMPANY2+ years Service code 21 | Bank Trustee | $4,230 |
Filed as: FIDELITY INVESTMENTS Service code 18 · EIN 04-3523567 | Custodial (other than securities) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $36,153 | $31,370+15.2% | $74,583-51.5% | $63,975-43.5% |
| Participation rate | 23.6% | 42.6%-19.0pp | 68.1%-44.5pp | 71.1%-47.5pp |
| Annual return | 6.21% | -105.16%+111.4pp | 20.47%-14.3pp | 48.65%-42.4pp |
| Employer contribution / active EE | $198 | $822-76.0% | $2,525-92.2% | $2,182-90.9% |
| Participant deferral / active EE | $580 | $1,560-62.8% | $3,458-83.2% | $3,356-82.7% |
| Admin fee / account holder | $13 | $77-82.7% | $4,138-99.7% | $70-81.2% |