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 GROUP4+ years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 15 · EIN 37-0899315 | Recordkeeping | $45,744 |
RELIANCE TRUST COMPANY4+ years Service code 21 | Bank Trustee | $5,040 |
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 | $25,721 | $34,242-24.9% | $76,523-66.4% | $75,289-65.8% |
| Participation rate | 45.9% | 43.9%+2.0pp | 68.0%-22.1pp | 72.4%-26.5pp |
| Annual return | -2.16% | -0.98%-1.2pp | -0.27%-1.9pp | -0.04%-2.1pp |
| Employer contribution / active EE | $383 | $975-60.7% | $2,647-85.5% | $2,405-84.1% |
| Participant deferral / active EE | $819 | $1,872-56.3% | $3,835-78.7% | $3,739-78.1% |
| Admin fee / account holder | $10 | $112-91.2% | $4,848-99.8% | $102-90.4% |