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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 GROUP2 years Filed as: ALLIANCE BENEFIT GROUP OF MICHIGAN Service code 15 · EIN 38-2738460 | Recordkeeping | $2,676 |
Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $889 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $22,565 | $70,908-68.2% | $98,907-77.2% | $73,488-69.3% |
| Participation rate | 78.5% | 73.8%+4.7pp | 76.0%+2.4pp | 70.7%+7.8pp |
| Annual return | 3.24% | 34.17%-30.9pp | 196.43%-193.2pp | 28.51%-25.3pp |
| Employer contribution / active EE | $1,196 | $2,036-41.2% | $2,689-55.5% | $2,270-47.3% |
| Participant deferral / active EE | $2,793 | $3,500-20.2% | $4,244-34.2% | $3,740-25.3% |
| Admin fee / account holder | $30 | $535-94.4% | $6,642-99.5% | $513-94.1% |