Filed April 30, 2008
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 SOUTHWEST Service code 15 · EIN 38-3944313 | Recordkeeping | $13,395 |
Participant 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 | $15,216 | $55,725-72.7% | $54,726-72.2% | $55,725-72.7% |
| Participation rate | 78.8% | 70.9%+8.0pp | 79.1%-0.3pp | 70.9%+8.0pp |
| Annual return | -4.97% | 244.93%-249.9pp | -4.56%-0.4pp | 244.93%-249.9pp |
| Employer contribution / active EE | $421 | $2,078-79.7% | $3,449-87.8% | $2,078-79.7% |
| Participant deferral / active EE | $959 | $3,356-71.4% | $3,953-75.7% | $3,356-71.4% |
| Admin fee / account holder | $24 | $115-78.7% | $3,818-99.4% | $115-78.7% |