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 GROUP4+ years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 15 · EIN 37-0899315 | Recordkeeping | $44,672 |
Filed as: INTELLICENTS INVESTMENTS SOLUTIONS Service code 24 · EIN 41-1812533 | Discretionary Trustee | $33,335 |
CHARLES SCHWAB & CO., INC.4+ years Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 24 | Discretionary Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,930 | $80,005-45.1% | $140,016-68.6% | $55,725-21.2% |
| Participation rate | 100.0% | 87.0%+13.0pp | 87.5%+12.5pp | 70.9%+29.1pp |
| Annual return | -7.79% | 0.46%-8.2pp | 651.12%-658.9pp | 244.93%-252.7pp |
| Employer contribution / active EE | $4,837 | $3,403+42.2% | $5,606-13.7% | $2,078+132.8% |
| Participant deferral / active EE | $3,746 | $5,264-28.8% | $6,927-45.9% | $3,356+11.6% |
| Admin fee / account holder | $182 | $116+57.5% | $10,705-98.3% | $115+58.2% |