See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP3+ years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 59 | Shareholder Servicing | $16,866 |
Filed as: ABG RETIREMENT PLAN SERVICES Service code 15 · EIN 37-0899315 | Recordkeeping | $11,474 |
Filed as: FIDELITY INVESTMENTS Service code 19 · EIN 04-3523567 | Securities Custodian | $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 | $110,783 | $64,909+70.7% | $82,313+34.6% | $62,292+77.8% |
| Participation rate | 98.6% | 74.9%+23.7pp | 76.9%+21.7pp | 69.5%+29.1pp |
| Annual return | 15.50% | 21.18%-5.7pp | 25.88%-10.4pp | 28.90%-13.4pp |
| Employer contribution / active EE | $2,959 | $1,676+76.6% | $2,428+21.9% | $2,042+44.9% |
| Participant deferral / active EE | $3,433 | $3,103+10.6% | $3,706-7.4% | $3,169+8.3% |
| Admin fee / account holder | $75 | $440-83.1% | $5,608-98.7% | $479-84.5% |