Filed February 14, 2014
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 | $15,519 |
Service code 16 · EIN 38-3462761 | Consulting | $4,326 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 15 · EIN 42-1558009 | Recordkeeping | $1,750 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,729 | $50,637-86.7% | $86,590-92.2% | $62,292-89.2% |
| Participation rate | 84.3% | 67.9%+16.4pp | 73.5%+10.7pp | 69.5%+14.7pp |
| Annual return | 22.74% | 20.80%+1.9pp | 964.84%-942.1pp | 28.90%-6.2pp |
| Employer contribution / active EE | $150 | $2,075-92.8% | $2,839-94.7% | $2,042-92.7% |
| Participant deferral / active EE | $2,512 | $2,611-3.8% | $3,609-30.4% | $3,169-20.7% |
| Admin fee / account holder | $126 | $413-69.4% | $4,906-97.4% | $479-73.7% |