Filed April 18, 2016 (most recent of 3 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 |
|---|---|---|
ALLIANCE BENEFIT GROUP2+ years Filed as: ALLIANCE BENEFIT GROUP OF MI, INC. Service code 15 · EIN 38-2738460 | Recordkeeping | $25,971 |
ABG PORTFOLIO STRATEGIES, INC.2+ years Service code 16 · EIN 38-3242375 | Consulting | $12,868 |
Filed as: FIDELITY PERSONAL TRUST COMPANY Service code 15 · EIN 04-3511550 | Recordkeeping | $2,409 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $376 |
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 | $17,639 | $43,423-59.4% | $78,689-77.6% | $55,167-68.0% |
| Participation rate | 98.2% | 68.0%+30.1pp | 73.6%+24.6pp | 69.0%+29.2pp |
| Annual return | 8.45% | 11.53%-3.1pp | 62.18%-53.7pp | 169.23%-160.8pp |
| Employer contribution / active EE | $638 | $1,997-68.0% | $2,851-77.6% | $1,963-67.5% |
| Participant deferral / active EE | $1,850 | $2,509-26.3% | $3,517-47.4% | $3,054-39.4% |
| Admin fee / account holder | $160 | $416-61.5% | $4,510-96.5% | $504-68.2% |