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 GROUP3 years Filed as: ALLIANCE BENEFIT GROUP OF MI, INC. Service code 15 · EIN 38-2738460 | Recordkeeping | $1,421 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,745 | $59,186-39.6% | $76,768-53.4% | $56,287-36.5% |
| Participation rate | 84.4% | 75.2%+9.2pp | 77.0%+7.4pp | 69.9%+14.5pp |
| Annual return | -6.12% | 6.62%-12.7pp | 2.43%-8.6pp | -9.96%+3.8pp |
| Employer contribution / active EE | $1,607 | $1,759-8.6% | $2,485-35.3% | $2,111-23.9% |
| Participant deferral / active EE | $2,927 | $3,255-10.1% | $3,852-24.0% | $3,350-12.6% |
| Admin fee / account holder | $8 | $489-98.3% | $6,675-99.9% | $521-98.4% |