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 GROUP2 years Filed as: ALLIANCE BENEFIT GROUP OF MI, INC. Service code 15 · EIN 38-2738460 | Recordkeeping | $2,315 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,934 | $64,909-40.0% | $82,313-52.7% | $62,292-37.5% |
| Participation rate | 88.8% | 74.9%+13.9pp | 76.9%+11.9pp | 69.5%+19.3pp |
| Annual return | 17.33% | 21.18%-3.9pp | 25.88%-8.6pp | 28.90%-11.6pp |
| Employer contribution / active EE | $1,637 | $1,676-2.3% | $2,428-32.6% | $2,042-19.9% |
| Participant deferral / active EE | $2,921 | $3,103-5.9% | $3,706-21.2% | $3,169-7.8% |
| Admin fee / account holder | $15 | $440-96.6% | $5,608-99.7% | $479-96.9% |