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 GROUP3 years Filed as: ALLIANCE BENEFIT GROUP OF MI, INC. Service code 15 · EIN 38-2738460 | Recordkeeping | $19,515 |
Service code 16 · EIN 38-3462761 | Consulting | $5,072 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK Service code 15 · EIN 42-1558009 | Recordkeeping | $1,360 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $7,533 | $44,873-83.2% | $79,464-90.5% | $56,287-86.6% |
| Participation rate | 88.8% | 68.7%+20.1pp | 73.3%+15.5pp | 69.9%+19.0pp |
| Annual return | -9.61% | 0.81%-10.4pp | 718.14%-727.7pp | -9.96%+0.4pp |
| Employer contribution / active EE | $241 | $2,140-88.7% | $2,800-91.4% | $2,111-88.6% |
| Participant deferral / active EE | $3,578 | $2,746+30.3% | $3,704-3.4% | $3,350+6.8% |
| Admin fee / account holder | $158 | $418-62.2% | $5,113-96.9% | $521-69.6% |