Filed December 18, 2015
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 |
|---|---|---|
Service code 16 · EIN 38-3462761 | Consulting | $19,801 |
ALLIANCE BENEFIT GROUP1 year Filed as: ALLIANCE BENEFIT GROUP OF MI, INC. Service code 15 · EIN 38-2738460 | Recordkeeping | $5,599 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $74,750 | $66,302+12.7% | $110,238-32.2% | $56,287+32.8% |
| Participation rate | 86.1% | 74.9%+11.2pp | 79.8%+6.3pp | 69.9%+16.3pp |
| Annual return | -3.41% | -1.18%-2.2pp | 314.74%-318.2pp | -9.96%+6.5pp |
| Employer contribution / active EE | $1,269 | $2,047-38.0% | $3,826-66.8% | $2,111-39.9% |
| Participant deferral / active EE | $4,537 | $3,381+34.2% | $4,672-2.9% | $3,350+35.4% |
| Admin fee / account holder | $288 | $698-58.8% | $8,547-96.6% | $521-44.7% |