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.3+ years Service code 16 · EIN 38-3242375 | Consulting | $45,854 |
ALLIANCE BENEFIT GROUP3+ years Filed as: ALLIANCE BENEFIT GROUP OF MI, INC. Service code 15 · EIN 38-2738460 | Recordkeeping | $44,247 |
RELIANCE TRUST COMPANY3+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $6,839 |
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 | $41,208 | $46,173-10.8% | $170,442-75.8% | $69,631-40.8% |
| Participation rate | 71.4% | 63.9%+7.5pp | 83.6%-12.2pp | 70.7%+0.7pp |
| Annual return | 25.54% | 21.62%+3.9pp | 205.93%-180.4pp | 27571.02%-27545.5pp |
| Employer contribution / active EE | $1,338 | $1,610-16.9% | $5,433-75.4% | $2,032-34.2% |
| Participant deferral / active EE | $2,769 | $2,080+33.1% | $4,939-43.9% | $3,224-14.1% |
| Admin fee / account holder | $150 | $116+29.0% | $13,880-98.9% | $110+35.5% |