Retirement plan

ALLIANCE ACCEPTANCE RETIREMENT PLAN

Name: ALLIANCE ACCEPTANCE CORPORATION - ALLIANCE ACCEPTANCE RETIREMENT PLAN (2016) Form 5500
Creator: ALLIANCE ACCEPTANCE CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALLIANCE ACCEPTANCE RETIREMENT PLAN, ALLIANCE ACCEPTANCE CORPORATION

ALLIANCE ACCEPTANCE CORPORATIONEIN 26-3552948Plan #001PY 2016

4340 VON KARMAN STE 100 - NEWPORT BEACH, CA 92660949-769-8900allianceacceptance.comLinkedIn1-10 employeesfinancial services

Other plans on this EIN

1 filing

#002Retirement--

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$643K

No prior year

Total participants

No prior year

Average account balance

$80,323

No prior year

Annual return

17.77%

No prior year

Benchmarks

See 30,342 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort30,342 peers

Snapshot2016

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.21M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$301K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$33K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+25.16%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$1K

$131 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.163%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$80,323

$153,769-47.8%

$133,975-40.0%

$273,972-70.7%

Participation rate

100.0%

88.4%+11.6pp

87.1%+12.9pp

83.0%+17.0pp

Annual return

17.77%

36.51%-18.7pp

29.29%-11.5pp

41.46%-23.7pp

Employer contribution / active EE

$2,627

$6,029-56.4%

$5,211-49.6%

$4,869-46.0%

Participant deferral / active EE

$5,807

$6,958-16.6%

$6,282-7.6%

$5,287+9.8%

Admin fee / account holder

$131

$11,765-98.9%

$9,324-98.6%

$10,133-98.7%

ALLIANCE ACCEPTANCE RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALLIANCE ACCEPTANCE RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion