Filed October 18, 2004
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 5-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 11 · EIN 37-0899315 | Actuarial | $49,946 |
ASCENSUS LLC2 years Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 27 19435 WEST CAPITOL DRIVE · BROOKFIELD, WI 53045 | Advisory (Plan) | $15,105 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC Service code 27 10 EXCHANGE PLACE, SUITE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $7,500 |
LT TRUST COMPANY4+ years Filed as: MG TRUST COMPANY LLC Service code 21 · EIN 20-1591048 | Bank Trustee | $6,180 |
See 1 actuary disclosure. $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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $46,244-100.0% | $50,635-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 2.8%-2.8pp |
| Annual return | 3.30% | 15.46%-12.2pp | 18.06%-14.8pp | 16.32%-13.0pp |
| Employer contribution / active EE | $12,034 | $10,289+17.0% | $30,411-60.4% | $17,007-29.2% |
| Participant deferral / active EE | $0 | $214-100.0% | $40-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $1,675-100.0% | $127-100.0% |