Filed May 5, 2010
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 GROUP4+ years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 15 · EIN 37-0899315 | Recordkeeping | $16,365 |
LT TRUST COMPANY4+ years Filed as: MG TRUST COMPANY Service code 18 · EIN 20-1591048 | Custodial (other than securities); Tr... | $0 |
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 | $101,323 | $43,504+132.9% | $68,793+47.3% | $56,287+80.0% |
| Participation rate | 97.8% | 67.8%+30.0pp | 72.2%+25.6pp | 69.9%+28.0pp |
| Annual return | -1.52% | -3.15%+1.6pp | -4.63%+3.1pp | -9.96%+8.4pp |
| Employer contribution / active EE | $5,534 | $1,525+262.8% | $2,625+110.8% | $2,111+162.1% |
| Participant deferral / active EE | $5,315 | $2,509+111.9% | $3,311+60.5% | $3,350+58.7% |
| Admin fee / account holder | $122 | $515-76.3% | $5,131-97.6% | $521-76.6% |