Filed October 18, 2019 (most recent of 4 filings on file)
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 GROUP1+ years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 15 · EIN 37-0899315 | Recordkeeping | $37,771 |
FIRST COMMUNITY TRUST N.A.1+ years Filed as: FIRST COMMUNITY TRUST, N.A. Service code 24 · EIN 42-1512084 | Discretionary Trustee | $23,389 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 24 | Discretionary Trustee | $5,337 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 59 | Shareholder Servicing | $0 |
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 | $39,627 | $70,667-43.9% | $123,104-67.8% | $52,331-24.3% |
| Participation rate | 99.0% | 83.7%+15.3pp | 86.8%+12.2pp | 68.1%+30.9pp |
| Annual return | 4.19% | 6.23%-2.0pp | 13.22%-9.0pp | 4.54%-0.4pp |
| Employer contribution / active EE | $3,750 | $2,946+27.3% | $5,151-27.2% | $1,882+99.3% |
| Participant deferral / active EE | $3,796 | $4,493-15.5% | $6,230-39.1% | $3,022+25.6% |
| Admin fee / account holder | $156 | $506-69.1% | $9,015-98.3% | $592-73.6% |