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 GROUP2 years Filed as: ALLIANCE BENEFIT GROUP OF MI INC Service code 15 · EIN 38-2738460 | Recordkeeping | $13,213 |
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 | $11,780 | $64,909-81.9% | $82,313-85.7% | $62,292-81.1% |
| Participation rate | 98.9% | 74.9%+24.1pp | 76.9%+22.0pp | 69.5%+29.4pp |
| Annual return | 19.22% | 21.18%-2.0pp | 25.88%-6.7pp | 28.90%-9.7pp |
| Employer contribution / active EE | $726 | $1,676-56.7% | $2,428-70.1% | $2,042-64.4% |
| Participant deferral / active EE | $1,644 | $3,103-47.0% | $3,706-55.6% | $3,169-48.1% |
| Admin fee / account holder | $65 | $440-85.2% | $5,608-98.8% | $479-86.4% |