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 | $35,010 |
FIRST COMMUNITY TRUST N.A.1+ years Filed as: FIRST COMMUNITY TRUST, NA Service code 26 · EIN 42-1512084 | Advisory (Participants) | $23,059 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST CO. Service code 18 | Custodial (other than securities) | $4,509 |
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 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,029 | $56,629+4.2% | $77,999-24.3% | $55,167+7.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.5%+24.5pp | 69.0%+31.0pp |
| Annual return | 4.61% | 2866.98%-2862.4pp | 425.96%-421.4pp | 169.23%-164.6pp |
| Employer contribution / active EE | $1,831 | $1,723+6.3% | $2,470-25.9% | $1,963-6.7% |
| Participant deferral / active EE | $2,711 | $2,777-2.4% | $3,497-22.5% | $3,054-11.2% |
| Admin fee / account holder | $284 | $467-39.1% | $5,480-94.8% | $504-43.7% |