Filed November 6, 2013
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 GROUP4+ years Filed as: ALLIANCE BENEFIT GROUP OF MI Service code 15 · EIN 38-2738460 | Recordkeeping | $2,593 |
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 | $106,430 | $94,529+12.6% | $140,016-24.0% | $64,186+65.8% |
| Participation rate | 94.6% | 84.1%+10.6pp | 87.5%+7.1pp | 69.6%+25.1pp |
| Annual return | -3.75% | 7.77%-11.5pp | 651.12%-654.9pp | 7.63%-11.4pp |
| Employer contribution / active EE | $6,220 | $3,812+63.2% | $5,606+11.0% | $2,381+161.3% |
| Participant deferral / active EE | $6,117 | $5,250+16.5% | $6,927-11.7% | $3,470+76.3% |
| Admin fee / account holder | $28 | $6,741-99.6% | $10,705-99.7% | $4,888-99.4% |