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 |
|---|---|---|
AB FUNDS3 years Filed as: ALLIANCEBERNSTEIN L.P. Service code 27 · EIN 13-4064930 | Advisory (Plan) | $119,121 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $96,426 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,658 | $95,274+31.9% | $135,903-7.5% | $74,419+68.9% |
| Participation rate | 88.0% | 78.2%+9.8pp | 81.9%+6.1pp | 70.7%+17.3pp |
| Annual return | 20.01% | 32.77%-12.8pp | 68.23%-48.2pp | 34.38%-14.4pp |
| Employer contribution / active EE | $5,446 | $3,874+40.6% | $4,856+12.2% | $2,637+106.5% |
| Participant deferral / active EE | $10,375 | $7,782+33.3% | $7,758+33.7% | $4,528+129.1% |
| Admin fee / account holder | $297 | $266+11.7% | $10,762-97.2% | $348-14.5% |