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 |
|---|---|---|
Filed as: INTELLICENTS INVESTMENTS SOLUTIONS Service code 24 · EIN 41-1812533 | Discretionary Trustee | $49,319 |
ALLIANCE BENEFIT GROUP5+ years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 15 · EIN 37-0899315 | Recordkeeping | $41,925 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 24 | Discretionary Trustee | $750 |
CHARLES SCHWAB & CO., INC.5+ years Service code 59 | Shareholder Servicing | $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 | $60,087 | $88,515-32.1% | $162,163-62.9% | $67,579-11.1% |
| Participation rate | 100.0% | 86.8%+13.2pp | 87.6%+12.4pp | 71.3%+28.7pp |
| Annual return | 29.83% | 27.04%+2.8pp | 115.59%-85.8pp | 378.56%-348.7pp |
| Employer contribution / active EE | $5,136 | $3,563+44.1% | $5,614-8.5% | $2,148+139.1% |
| Participant deferral / active EE | $3,974 | $5,724-30.6% | $7,298-45.5% | $3,539+12.3% |
| Admin fee / account holder | $231 | $124+86.7% | $10,843-97.9% | $142+62.3% |