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 GROUP4 years Filed as: ALLIANCE BENEFIT GROUP SOUTHWEST Service code 15 · EIN 38-3944313 | Recordkeeping | $23,257 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $21,947 | $42,990-48.9% | $61,048-64.0% | $67,579-67.5% |
| Participation rate | 85.1% | 72.4%+12.7pp | 79.3%+5.8pp | 71.3%+13.9pp |
| Annual return | 19.45% | 23.20%-3.7pp | 26.18%-6.7pp | 378.56%-359.1pp |
| Employer contribution / active EE | $547 | $1,969-72.2% | $3,716-85.3% | $2,148-74.6% |
| Participant deferral / active EE | $1,285 | $2,496-48.5% | $4,470-71.2% | $3,539-63.7% |
| Admin fee / account holder | $51 | $109-53.2% | $3,728-98.6% | $142-64.0% |