Filed June 5, 2015
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 | $3,327 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,196 | $60,165-46.5% | $74,183-56.6% | $55,167-41.6% |
| Participation rate | 91.2% | 74.2%+17.0pp | 76.6%+14.5pp | 69.0%+22.2pp |
| Annual return | 11.04% | 10.00%+1.0pp | 17.74%-6.7pp | 169.23%-158.2pp |
| Employer contribution / active EE | $1,481 | $1,600-7.4% | $2,370-37.5% | $1,963-24.5% |
| Participant deferral / active EE | $2,600 | $2,973-12.5% | $3,550-26.7% | $3,054-14.9% |
| Admin fee / account holder | $0 | $419-99.9% | $5,586-100.0% | $504-99.9% |