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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.
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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 year Filed as: ALLIANCE BENEFIT GROUP PORTFOLIO Service code 27 · EIN 38-3462761 | Advisory (Plan) | $14,940 |
RELIANCE TRUST COMPANY1 year Service code 19 · EIN 58-1428634 | Securities Custodian | $2,431 |
ALLIANCE BENEFIT GROUP1 year Filed as: ALLIANCE BENEFIT GROUP OF MI Service code 15 · EIN 38-2738460 | Recordkeeping | $186 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $87,299 | $64,909+34.5% | $82,313+6.1% | $62,292+40.1% |
| Participation rate | 43.0% | 74.9%-31.9pp | 76.9%-33.9pp | 69.5%-26.6pp |
| Annual return | 14.53% | 21.18%-6.7pp | 25.88%-11.3pp | 28.90%-14.4pp |
| Employer contribution / active EE | $713 | $1,676-57.4% | $2,428-70.6% | $2,042-65.1% |
| Participant deferral / active EE | $1,998 | $3,103-35.6% | $3,706-46.1% | $3,169-36.9% |
| Admin fee / account holder | $270 | $440-38.6% | $5,608-95.2% | $479-43.7% |