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.2+ years Service code 16 · EIN 38-3242375 | Consulting | $41,169 |
ALLIANCE BENEFIT GROUP2+ years Filed as: ALLIANCE BENEFIT GROUP OF MI, INC. Service code 15 · EIN 38-2738460 | Recordkeeping | $39,740 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $6,443 |
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 | $42,604 | $36,916+15.4% | $156,549-72.8% | $57,658-26.1% |
| Participation rate | 78.2% | 63.4%+14.7pp | 84.0%-5.8pp | 70.2%+7.9pp |
| Annual return | 8.01% | 12.38%-4.4pp | 32.23%-24.2pp | 5.13%+2.9pp |
| Employer contribution / active EE | $1,473 | $1,571-6.2% | $5,501-73.2% | $1,974-25.4% |
| Participant deferral / active EE | $2,933 | $1,926+52.3% | $4,871-39.8% | $3,061-4.2% |
| Admin fee / account holder | $157 | $82+90.5% | $13,027-98.8% | $95+66.2% |