Filed March 24, 2017 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
ABG PORTFOLIO STRATEGIES, INC.5+ years Service code 16 · EIN 38-3462761 | Consulting | $40,000 |
ALLIANCE BENEFIT GROUP2 years Filed as: ALLIANCE BENEFIT GROUP OF MICHIGAN Service code 15 · EIN 38-2738460 | Recordkeeping | $37,617 |
Filed as: FIDELITY TRUST COMPANY Service code 15 · EIN 04-3511550 | Recordkeeping | $12,458 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $116,453 | $55,790+108.7% | $76,817+51.6% | $67,579+72.3% |
| Participation rate | 95.0% | 71.1%+23.9pp | 72.1%+22.9pp | 71.3%+23.7pp |
| Annual return | 18.37% | 64.45%-46.1pp | 1166.11%-1147.7pp | 378.56%-360.2pp |
| Employer contribution / active EE | $2,286 | $1,810+26.3% | $2,302-0.7% | $2,148+6.4% |
| Participant deferral / active EE | $5,115 | $2,875+77.9% | $3,336+53.3% | $3,539+44.5% |
| Admin fee / account holder | $312 | $159+95.9% | $6,420-95.1% | $142+119.0% |