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 GROUP4 years Filed as: ALLIANCE BENEFIT GROUP OF MI, INC. Service code 15 · EIN 38-2738460 | Recordkeeping | $18,307 |
Service code 16 · EIN 38-3462761 | Consulting | $5,223 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB BANK Service code 15 · EIN 42-1558009 | Recordkeeping | $1,218 |
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 | $10,277 | $51,620-80.1% | $90,281-88.6% | $65,185-84.2% |
| Participation rate | 90.2% | 68.6%+21.6pp | 73.3%+16.9pp | 70.2%+20.0pp |
| Annual return | 22.83% | 24.94%-2.1pp | 78.10%-55.3pp | 29.38%-6.6pp |
| Employer contribution / active EE | $222 | $2,235-90.1% | $2,854-92.2% | $2,177-89.8% |
| Participant deferral / active EE | $3,529 | $2,871+22.9% | $3,885-9.2% | $3,514+0.4% |
| Admin fee / account holder | $138 | $384-64.0% | $5,351-97.4% | $847-83.7% |