Filed December 29, 2006 (most recent of 2 filings on file)
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 GROUP1 year Filed as: ALLIANCE BENEFIT GROUP OF MI INC Service code 15 · EIN 38-2738460 | Recordkeeping | $5,900 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $8,124 | $60,165-86.5% | $74,183-89.0% | $55,167-85.3% |
| Participation rate | 97.5% | 74.2%+23.4pp | 76.6%+20.9pp | 69.0%+28.5pp |
| Annual return | 8.51% | 10.00%-1.5pp | 17.74%-9.2pp | 169.23%-160.7pp |
| Employer contribution / active EE | $695 | $1,600-56.5% | $2,370-70.7% | $1,963-64.6% |
| Participant deferral / active EE | $1,797 | $2,973-39.5% | $3,550-49.4% | $3,054-41.2% |
| Admin fee / account holder | $26 | $419-93.7% | $5,586-99.5% | $504-94.8% |