Filed February 14, 2001
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.1+ years Service code 16 · EIN 38-3242375 | Consulting | $41,225 |
ALLIANCE BENEFIT GROUP1+ years Filed as: ALLIANCE BENEFIT GROUP OF MI, INC. Service code 15 · EIN 38-2738460 | Recordkeeping | $33,106 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $5,668 |
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 | $36,163 | $37,117-2.6% | $147,614-75.5% | $55,191-34.5% |
| Participation rate | 82.9% | 63.6%+19.3pp | 84.6%-1.7pp | 69.2%+13.8pp |
| Annual return | -0.93% | 3.44%-4.4pp | 61.98%-62.9pp | 10.78%-11.7pp |
| Employer contribution / active EE | $1,358 | $1,620-16.2% | $5,564-75.6% | $1,899-28.5% |
| Participant deferral / active EE | $2,590 | $1,985+30.5% | $4,895-47.1% | $3,046-15.0% |
| Admin fee / account holder | $131 | $86+53.4% | $11,611-98.9% | $91+44.6% |