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 7-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 GROUP1+ years Service code 64 7425 HOLLISTER · HOUSTON, TX 77040 | Recordkeeping Fees | $19,785 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $62,825 | $48,471+29.6% | $182,532-65.6% | $67,579-7.0% |
| Participation rate | 96.5% | 67.2%+29.3pp | 78.0%+18.5pp | 71.3%+25.2pp |
| Annual return | 57.10% | 31.08%+26.0pp | 148.54%-91.4pp | 378.56%-321.5pp |
| Employer contribution / active EE | $2,684 | $1,461+83.7% | $4,076-34.2% | $2,148+25.0% |
| Participant deferral / active EE | $5,575 | $3,324+67.7% | $5,524+0.9% | $3,539+57.5% |
| Admin fee / account holder | $18 | $151-88.1% | $8,592-99.8% | $142-87.4% |